Retirement Plan Expert Witnesses in South Carolina
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Economics, Telecommunications & Estate Planning Expert Witness
Review Fee $125/hrDeposition Fee $125/hrCourt Fee $125/hrThis 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 insurance, and Medigap supplemental insurance. He is active in his field as a member of several organizations including the International Association of Registered Financial Consultants and the National Association of Financial and Estate Planners. He previously served as a supervising field engineer for General Telephone Corporation, a staff engineer for Concord Telephone Company, the director of marketing and strategic planning for Tel-Amco, an investment broker for A.G. Edwards & Sons, general manager for GVNW, and executive director of marketing for Madison River Communications. For over 20 years, this expert has served as the president of a marketing and telecommunications consultancy in North Carolina.
President, A marketing and telecommunications consultancy in NC
Master of Arts (MA), North Carolina State University
Oakboro,
North Carolina
Find Retirement Plan Expert Witnesses In:
What Can a Retirement Plan Expert Witness Opine On?
401(k) Setup
Establish employer-sponsored retirement savings plan.
IRA Contributions
Contribute to Individual Retirement Accounts.
Rollover IRA
Transfer retirement funds between accounts.
Retirement Income Planning
Develop strategies for sustainable income.
Social Security Analysis
Evaluate optimal claiming strategies.
Investment Portfolio Review
Assess and adjust retirement investment strategies.
FAQs for Retirement Plan Expert Witnesses
What is a retirement plan expert witness?
A retirement plan expert witness is a financial or ERISA specialist who explains retirement plan rules and standards in legal cases. They assist by reviewing plan documents, analyzing records, and testifying to clarify complex retirement plan issues.
In what types of cases might the expertise of a retirement plan expert witness be beneficial?
A retirement plan expert witness is beneficial in ERISA disputes, fiduciary breach claims, 401(k)/403(b) mismanagement, pension valuation, QDRO, fee, and prohibited transaction cases.
How can a retirement plan expert witness assist in interpreting complex plan documents?
A retirement plan expert witness clarifies complex plan documents by explaining legal terms, plan provisions, compliance issues, and how they apply to the case facts.
What specific qualifications should counsel seek in a retirement plan expert witness?
Counsel should seek a retirement plan expert witness with ERISA credentials, fiduciary experience, plan administration knowledge, and proven testimony in similar cases.
How does a retirement plan expert witness evaluate fiduciary process and oversight?
A retirement plan expert witness evaluates fiduciary process and oversight by reviewing policies, decisions, documentation, monitoring practices, and compliance with ERISA standards.
What is Expert Institute’s process for selecting retirement plan expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.