Publications

• Pension Plans in Trouble; Attorneys will be Needed

Specialties & Experience of this Expert Witness

Additional Information

In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached. Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries. Prior Board Member for Conference of Consulting Actuaries and NIPA. Authored several articles early in career on the growing trend of 401k Plans to replace traditional Pension Plans. Implemented one of the early Cash Balance Pension Plans for large law firm; expanded to over 100 Cash Balance Pension Plans. Worked closely with ERISA and client attorneys on client issues; frequently utilized research service of ERISA attorney firm. Presented many seminars on recent developments in pension plan industry and creative plan design to Desert Estate Planning Council, California CPA Society, AXA Advisors and various financial advisory and CPA firms. Presented seminar on Life Insurance in Qualified Retirement Plans to Financial Planning Association of Los Angeles. President and sole owner of third party administration (TPA) and actuarial consulting firm for 26 years serving 650 plans; President and partner of prior TPA and actuarial firm serving 1400 plans. Fully credentialed in actuarial valuations, plan funding, and present value calculations: experience in creative plan design, plan compliance issues, implementing new plans, amending existing plans, terminating plans, annual plan administration and tax filing, employee communication requirements, IRS/DOL/PBGC government reporting and audits, plan investment and life insurance rules, marital dissolution calculations and QDRO review, non-qualified executive deferred compensation plans, 403(b) plans, and union plans. Has served large, mid size, and small plans covering all industries and all employer types.