ERISA Expert Witnesses

Charles Porten is a Chartered Financial Analyst, investment expert, and former Registered Investment Advisor, with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance...

Dr. Joy has more than 20 years experience working with persons with disabilities in both employment and vocational rehabilitation settings. Presently, Dr. Joy evaluates employability and earning capacity in matters such as Personal Injury, Workers Compensation, Family Law matters, ERISA and...

Brian H. Kleiner is a Professor of Human Resource Management at a prestigious California University. He has trained thousands of employees and given trial testimony in more than 60 cases for plaintiffs and defendants. Former human resource manager for Ford Motor Company. Over 100 business and...

Health Law Network professionals have conducted hundreds of audits and investigations, and we have provided expert testimony involving medical claims by hospitals, physicians and other healthcare providers nationwide, for attorneys representing plaintiffs, defendants and government agencies. We...

Joseph A. Garofolo's experience as an independent fiduciary, knowledge of employee benefit plans, and courtroom communication skills qualify him to serve as a testifying expert regarding a diverse range of ERISA issues relating to retirement and health and welfare plans. ; He has been retained as...

Led by John Merchant, a professional with over 30 years of experience, Bond Beebe’s Forensic Accounting Practice Group includes Certified Public Accountants, Certified Fraud Examiners and EnCase® Certified Computer Examiners who are uniquely qualified in both investigative accounting and litigation...

Lance Wallach is the nation's leading expert on 419 and 412i plans, captive insurance, abusive insurance plans, listed transactions, reportable transactions, section 79 plans, IRC 6707A, 8886 form filing, abusive tax shelters, and more.

T.A. Myers & Co. is a nationally recognized firm of certified public accountants and other professionals specializing in expert witnessing, litigation support, and professional training including case theory development, investigatory and forensic services, research regarding the drafting of...

ValueScope, Inc. is a leader in the application of financial and econometric analysis to value measurement and shareholder value growth. As a leading independent valuation, litigation support and financial advisory firm, ValueScope services include business valuations, damage calculations, expert...

The Center for Forensic Economic Studies provides economic and statistical analysis and testimony in commercial, injury, wrongful-death and employment litigation. Economists at the Center analyze such issues as economic loss due to injury and breach of contract and statistical liability in...

Analytic Focus LLC specializes in financial, economic, demographic, and statistical research. Formed by professionals trained in analysis and research methods, our principals are highly skilled practitioners with decades of experience working in academia, industry, and regulatory agencies. Analytic...

San Francisco ERISA Advisor represents corporate plan sponsors with respect to their retirement, health and welfare plans, in all aspects of ERISA regulatory compliance issues, fiduciary audits, compliance reviews, remedial compliance, training and mediation. We provide expertise on a wide range of...