Retirement Plan Expert Witnesses in California

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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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Mr. Lawrence Deutsch, EA, FSPAView profile

ID: 6935437

Mr. Lawrence Deutsch, EA, FSPA

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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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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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