Financial Expert Witnesses in Tennessee

The SEAK Expert Witness Directory contains a comprehensive list of financial expert witnesses who testify, consult and provide litigation support on financial and related issues. Financial expert witnesses and consultants on this page may form expert opinions, draft expert witness reports, and provide expert witness testimony at deposition and trial. The issues and subjects these financial expert witnesses testify regarding may include: 401(k), 403(b), 457, Cit, Defined Benefit, Defined Contribution, Fiduciary Decisions, Fiduciary Duty, Fiduciary Oversight, Investment Analysis, Investment Monitoring, Investment Reporting, Investment Selection, Investments, and Mutual Fund.

Commercial Real Estate Finance
  • Experienced Expert Witness
  • Lender/Borrower, Chapt 11, JVs
  • Alter Ego, Intercreditor
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John T Hare

Fiduciary Duty Investment and Provider Selection

Fiduciary Impact, LLC

Franklin, Tennessee
Financial - 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
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 Fidu...
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