Retirement Plan Expert Witnesses
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Mr. Lawrence Deutsch, EA, FSPA
California
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...
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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...
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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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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.