EXPERT WITNESS SPECIALTY INDEX
Retirement Plan Expert Witnesses
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Fiduciary Duty & Retirement Plans Expert Witness | New York
This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered...
Specialties:
Economics, Telecommunications, and Estate Planning Expert Witness | North Carolina
This expert has demonstrated experience in the fields of economics, telecommunications, and estate planning. He earned both his BA in management and business and his MA in economics from North Carolina State University. He is a certified estate advisor and a registered financial consultant. Additionally, this expert holds licenses for life, health, and accident insurance, long term care...
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Mr. Lawrence Deutsch, EA, FSPA
Mr. Lawrence Deutsch has 36 years of experience in Insurance with expertise in Actuarial Science and Pension. He earned his BA in Mathematics from the University of California, Irvine. Today, this expert is an Enrolled Actuary through the Joint Board for the Enrollment of Actuaries. Formerly, this expert served as the Chief Actuary at Century Pension Consultants, as an Actuarial Analyst at...
Retirement Plan Posts
ERISA Experts Evaluate Termination of Retiree Life Insurance Benefit
Published on - May 9, 2017
This case involves tens of thousands of retirees from a large company who were promised life-time life-insurance coverage through their employer in...
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Private Equity Fund Responsible for Withdrawal Liability of Portfolio Company Under ERISA
Published on - December 12, 2017
This international business case involves a private equity fund that acquired 100% of the shares of a portfolio company that produced copper and...
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Financial Firm is Accused of Mismanaging 401(k) Funds
Published on - November 14, 2017
This case involves allegations against a large financial and banking firm in relation to the management of several 401k plans. It was alleged that...
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Trust Compliance Expert Discusses Bank’s Liability In Investment Scam
Published on - April 3, 2018
This case is a class action suit against a bank that allegedly aided an investment scam. An investment firm ran advertisements offering investors a...
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Investment Data Analysis Expert Investigates Mismanagement Of Firm’s Retirement Plan
Published on - March 27, 2018
This case involves allegations against a large financial firm in relation to the management of its own retirement plan. It was alleged that the...
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Retirement Plan Sponsor Fails To Maintain Adequate Record-Keeping
Published on - August 14, 2018
This case involves alleged breaches of fiduciary duty under ERISA for participants in 403(b) retirement plans. Plaintiffs claimed that the defendant...
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