Retirement Plan Expert Witnesses in Maryland

Average Retirement Plan Expert Witnesses Court Fees

Review Fee

Deposition Fee

Court Fee

Retirement Plan Experts in Maryland

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Residential Real Estate Appraisal Expert Witness
Residential Real Estate Appraisal Expert Witness
Review Fee
$150/hr
Deposition Fee
$250/hr
Court Fee
$250/hr
This expert has 13 years of experience in residential appraising in most MD counties. She is a Certified Residential Real Estate Appraiser, working with both lenders and individual clients to provide prompt and accurate real estate valuations for the purpose of purchase, refinance, estate and financial planning, tax appeals and other purposes. Prior to her position as Lead Appraiser/ Owner of a real estate appraisal firm, she was Appraiser at RT Appraiser. She is also a licensed Realtor.
Real Estate Salesperson/ Realtor, Full Service Real Estate Company
Master of Arts (MA), University of Maryland
Baltimore,
Maryland
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Charitable and Philanthropic Fundraising Expert Witness
Charitable and Philanthropic Fundraising Expert Witness
Review Fee
$400/hr
Deposition Fee
$400/hr
Court Fee
$500/hr
This expert is the President and CEO of a philanthropic trust, which she has transformed into one of the largest fundraising and grantmaking institutions in the U.S., raising more than $4 billion in contributions, making more than 90,000 grants to charities in 57 different countries, and crafting partnerships with some of the largest banking institutions in the world. She is a nationally recognized expert on charitable and planned giving having been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She has received numerous industry honors, most recently the Association of Fundraising Professionals' 2014 Outstanding Fundraising Professional.
President/CEO, National Philanthropic Trust
Master of Social Work (MSW), University of Michigan
Jenkintown,
Pennsylvania
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Related Specialties

Investment Adviser Fiduciary Duty

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What Can a Retirement Plan Expert Witness Opine On?

Plan Design and Structure
Assess suitability of plan type, features, and design choices.
ERISA Fiduciary Duties
Explain fiduciary roles, prudence, loyalty, and oversight duties.
Fee and Expense Reasonableness
Analyze recordkeeping, advisory, and investment fee levels.
Investment Menu Construction
Evaluate fund lineup, QDIA selection, and monitoring process.
Plan Administration Practices
Review eligibility, contributions, distributions, and errors.
Participant Disclosures and Advice
Assess notices, fee disclosures, and quality of guidance.

FAQs for Retirement Plan Expert Witnesses in Maryland

What is a retirement plan expert witness?

A retirement plan expert witness is a financial or ERISA specialist who explains retirement plan rules and standards in legal cases. They assist by reviewing plan documents, analyzing records, and testifying to clarify complex retirement plan issues.

In what types of cases might the expertise of a retirement plan expert witness be beneficial?

A retirement plan expert witness is beneficial in ERISA disputes, fiduciary breach claims, 401(k)/403(b) mismanagement, pension valuation, QDRO, fee, and prohibited transaction cases.

How can a retirement plan expert witness assist in interpreting complex plan documents?

A retirement plan expert witness clarifies complex plan documents by explaining legal terms, plan provisions, compliance issues, and how they apply to the case facts.

What specific qualifications should counsel seek in a retirement plan expert witness?

Counsel should seek a retirement plan expert witness with ERISA credentials, fiduciary experience, plan administration knowledge, and proven testimony in similar cases.

How does a retirement plan expert witness evaluate fiduciary process and oversight?

A retirement plan expert witness evaluates fiduciary process and oversight by reviewing policies, decisions, documentation, monitoring practices, and compliance with ERISA standards.

What is Expert Institute’s process for selecting retirement plan expert witnesses?

Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.

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Maryland Retirement Plan Expert Witnesses

Retirement Plan Expert Witnesses in Maryland

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Retirement Plan Experts in Maryland

Residential Real Estate Appraisal Expert Witness

Residential Real Estate Appraisal Expert Witness

Find Retirement Plan Expert Witnesses in nearby states

Charitable and Philanthropic Fundraising Expert Witness

Charitable and Philanthropic Fundraising Expert Witness

Find Retirement Plan Expert Witnesses In:

What Can a Retirement Plan Expert Witness Opine On?

Plan Design and Structure

ERISA Fiduciary Duties

Fee and Expense Reasonableness

Investment Menu Construction

Plan Administration Practices

Participant Disclosures and Advice

FAQs for Retirement Plan Expert Witnesses in Maryland

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