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Expert Witnesses & Forensic Consultants Directory

Pensions — California

Pension California expert witnesses provide opinions on hidden and excessive fees, the fiduciary duties of retirement plan advisers, cuts in and denial of retirement benefits and other litigation matters involving pension and retirement plans. The pension experts profiled in this directory may consult on all types of public and private pension plans, including 401(k)s, Supplemental Executive Retirement Plans (SERP) and Supplemental Executive Savings Plans (SESP), deferred-compensation plans, to name just a few. These experts may testify as well about benefit inequities, including survivor and same-sex marriage benefits. They may also provide written opinions on the performance of pension plans, including complicated employer stock investments, mutual funds, Employee Retirement Income Security Act (ERISA) claims, ERISA 510 Claims and executive pensions.
 
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Arthur B. Kagan, FSA, EA

Consulting Actuary, Fellow Society of Actuaries and Enrolled Actuary with the Joint Board for Enrollment of Actuaries, 35 yr, provides actuarial services related to retirement plans, family law, estate planning, taxation, annuities, insurance, pensions.
Woodland Hills, CA

Brian H. Kleiner, Ph. D., M.B.A.

Expert in sexual harassment, workplace investigations, progressive discipline, wrongful termination, discrimination, ADA, FMLA, hiring, improper employment screening, compensation, benefits/retirement plans, etc. Former HR manager for Ford Motor Co.
Fullerton, CA

Marty Dirks

Deposition and testimony for cases involving securities and investments. Damage analysis, report preparation. Expert in hedge funds, securities selection, portfolio management and DB/DC Pension plans. Senior Adjunct Professor of Finance, Golden Gate Univ.
San Francisco, CA

Diana G. Lesgart, CPA, CFE, CVA, CFF

CPA, Certified Fraud Examiner, Certified Valuation Analyst, & Certified in Financial Forensics w/30+ yr. experience, qualified expert witness family law cases, incl. cash available for support, bus. valuation, tracing assets/pension, fraud, negotiatio
Woodland Hills, CA

George C. McLaughlin, MBA

Expert witness in economic damages: lost income/lost wages in personal injury, wrongful death, and wrongful termination; life care plan valuation, pension valuation, self-employed income, business interruption, partnership disputes, marital dissolutions
Oakland, CA

James M. Greenspan, ASA, MSPA

Actuary and pension consultant provides benefit evaluations for divorce settlements and assists in qualified domestic relations orders (QDROs). Qualified pension expert in Family Court, LASC. Third Party Administrator (TPA) and Enrolled Actuary (EA).
Encino, CA
Areas of Expertise: Actuary
Tel: (818) 708-0600
Limited public information. For more, contact us.

James A. Kenney, FSA, MAAA, EA

Professional Actuary, 35+ years, provides expert opinions and testimony in pension regulations, design and funding, including issues of plan benefit calculations, plan amendments, IRS audits and in lost wages matters. Highly experienced expert witness.
Kensington, CA
Areas of Expertise: Actuary
Tel: (510) 644-6901
Limited public information. For more, contact us.

Eric V. Engstrom, ASA, SR/WA — ProWest Appraisal

We perform field appraisals and review appraisals for: Commercial Mortgage Lenders (Banks, Life Insurance Companies, CMBS, Pension Funds), Public Agencies (City Governments, Transit Agencies), Law Firms (Real Estate Litigation, Estate and Trust.
San Diego, CA

Joseph A. Garofolo

Expert witness in issues relating to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). Employee benefits attorney with significant independent fiduciary experience. Experienced as testifying expert in federal and state court.
Lafayette, CA
Areas of Expertise: Pensions
Tel: (415) 517-5307
Limited public information. For more, contact us.

Nora C. Ostrofe, MBA, CEA, AVA

Provides economic loss valuations in areas of: personal injury/wrongful death (incl. maritime and medical malpractice); employment law; business interruption and valuation; marital dissolution; pension valuation.
Emeryville, CA
Areas of Expertise: Economic Damages
Tel: (510) 388-4415
Limited public information. For more, contact us.