Expert Witness Work

Expert Witness Services for Retirement Plan Litigation

The key word in expert witness is indeed expert. Since 1989, PSI has specialized in every aspect of retirement planning, including pensions, 401(k)s, defined benefit and defined contribution plans, ERISA, and more.

When a client engages PSI, they have a true expert on their team, ready to provide credible and insightful testimony.

Our Expert Witness Testimony Covers Key Areas

PSI’s actuarial, accounting, and legal experts provide testimony in a variety of retirement plan areas, including:

  • Fiduciary liability
  • Employee stock ownership plans
  • Pension or 401(k) expense issues
  • Third-party administrator litigation
  • Cash balance conversions
  • Survivor benefits
  • Contribution testing (ADP & ACP)

Comprehensive Expert Witness Support

Our professionals have testified for both plaintiffs and defendants, providing valuable insights on economic issues, demographics, actuarial forecasts, and retirement or pension plan specifics. We understand that expert witness testimony can play a critical role in a case’s outcome, and PSI’s experts bring unparalleled credibility and experience.

PSI can support clients in various ways, including:

  • Establishing the grounds for a potential claim or quantifying losses based on different scenarios
  • Supporting a legal team with key insights from actuaries or accounting specialists
  • Providing expert reports or statements for court review
  • Collaborating with other experts to produce comprehensive testimony
  • Offering generic evidence on investment, administration, or actuarial matters

Specialized Knowledge, Decades of Experience

PSI’s expertise spans pension rights, actuarial and investment advice, compliance, administrative issues, professional standards, and remuneration concerns. Whether advising on funding calculations, plan termination, or benefit structures, our team’s depth of knowledge ensures clients have the support of experienced professionals.

In retirement plan litigation, having a skilled expert witness is invaluable. PSI’s decades of industry experience and broad knowledge make us the ideal choice for retirement plan cases.

It pays to have a true expert in your corner.