Retirement Plan Expert Witnesses

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Retirement plan expert witnesses practice in a variety of fields, including financial planning, investment management, pension administration, employee benefits, and tax law. Some of the most common retirement plan expert witness specialties also include 401(k) plans, IRA accounts, defined benefit plans, deferred compensation plans, and ERISA compliance. They can opine on the effects of retirement plan mismanagement, breaches of fiduciary duty, investment losses, tax implications of retirement plans, and disputes over pension benefits.

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Fiduciary Duty & Retirement Plans Expert WitnessView profile

E-550785

Fiduciary Duty & Retirement Plans Expert Witness

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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...

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Economics, Telecommunications & Estate Planning Expert WitnessView profile

E-618540

Economics, Telecommunications & Estate Planning Expert Witness

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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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North Carolina

New York

Retirement Plan Expert Witness FAQs

A retirement plan expert witness provides specialized knowledge in court cases involving retirement plans. They can clarify complex issues, provide analysis on plan management, and testify on fiduciary duties.

You may need a retirement plan expert witness for cases involving alleged mismanagement of funds, breach of fiduciary duty, disputes over benefits, or ERISA violations.

Subspecialties include 401(k) plans, pension plans, profit-sharing plans, defined benefit plans, and ERISA compliance among others.

An expert can analyze plan documents, assess fiduciary conduct, evaluate investment strategies, and provide testimony on whether ERISA standards were met or violated.

Retirement plans involve complex regulations and financial principles. An expert with specific experience can effectively explain these complexities and provide credible testimony in court.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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