John T Hare

Franklin, Tennessee
John T Hare Expert Witness
Curriculum Vitae

Fiduciary Duty Investment and Provider Selection

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Specialties & Experience of this Expert Witness

General Specialties:

Financial

Keywords/Search Terms:

Fiduciary Duty, Defined Benefit, Fiduciary Oversight, Mutual Fund, Retirement Plan, Best Interest, Fiduciary decisions, CIT, 401(k), Investment Selection, Provider Selection, Variable Annuity, 403(b), Investment Monitoring, Service Provider, Investment Analysis, Defined Contribution, Investment reporting, Investments, 457

Education:

BBA , Georgia Southern University

Years in Practice:

35

Number of Times Deposed/Testified in Last 4 Yrs:

5

Additional Information

35+ years of experience working with defined contribution plans, including 403(b), 401(a), and 401(k) plans, as an independent advisor, as a fiduciary consultant, and in working with a large record keeper and investment provider. My experience is as an advisor and service provider working with plan fiduciaries to make good decisions, not just academic theory. Expert witness services provided for 7+ years. Accredited Investment Fiduciary (AIF®) through Fi360 as well as a Certified Plan Fiduciary Advisor (CPFA) and a Non-Qualified Plan Advisor (NQPA) through the National Association of Plan Advisors (NAPA). Fi360 and NAPA are prominent organizations that provides education, training, and certification for retirement plan fiduciary advisors. Fiduciary Impact, LLC, is a fiduciary consulting firm through which I provide expert witness services, consulting services and education resources for retirement plan fiduciaries. Previously (since 2011) I provided these services through Fiduciary Plan Governance, LLC. In a separate capacity from Fiduciary Impact LLC, I serve as a consultant or ERISA §3(21) fiduciary advisor and §3(38) investment manager for a number of retirement plans. John previously held several positions with a major financial services and record keeping firm over 21 years. Through these positions, I worked with many large and diverse 403(b), 401(a) and 401(k) plans. Specific expertise on Investment due diligence.