Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®   
Expert Witness and Advisory Services    

Fouts Financial GroupAbout Mary Rae FoutsMary's CredentialsClient ProfileExpert Witness ServicesLife Insurance Litigation . Accidental Death Benefit Insurance LitigationAnnuity LitigationPension Plan Litigation412(e)(3) and 412(i) Defined Benefit Pension Plans419 Welfare Benefit PlansFinancial Planning LitigationElder Financial AbuseCommercial Insurance LitigationLife Insurance Analysis and Advisory ServicesAnnuity Analysis and Advisory ServicesFinancial Planning and Analysis ServicesTax ServicesCommercial Insurance ServicesProfessional CompensationBriones Regional Park PictorialMeet Titus The DogContact Information

 

§419 Welfare Benefit Plans

§419 Welfare Benefit Plan Litigation

Are you searching for an Advisor to address §419 Welfare Benefit Plan matters?  Are you searching for an Expert Witness to address §419 Welfare Benefit Plan Litigation matters?

Mary Rae Fouts, EA, CFP® brings impeccable profesional credentials and twenty-two years of extensive financial services experience to her clients.  She has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Advisory Services 

Mary's §419 Welfare Benefit Plan Advisory Services include analysis, recommendations, and reports for matters involving §419 Welfare Benefit Plan:

  • Life Insurance Policies
  • Disability Insurance, Health Insurance, and Other Plan Benefits
  • Insurance Product Suitability
  • Tax Issues
  • Plan Suitability
  • Plan Illustrations
  • Plan Documents
  • Plan Administration Issues
  • Compliance Issues
  • Plan Participant Issues
  • Business Planning and Financial Planning Issues
  • Plan Termination
  • Insurance Company Customer Service and Correspondence Issues
Mary also provides taxpayer representation for IRS and State Taxing Authority Audits involving §419 Welfare Benefit Plan matters.  

Expert Witness Services and Litigation Matters

Mary's Expert Witness Services for §419 Welfare Benefit Plan Litigation address the following matters:
  • Life Insurance Policies
  • Disability Insurance, Health Insurance, and Other Plan Benefits
  • Insurance Product Suitability
  • The Roles and Responsibilities of the Various Parties Involved in §419 Welfare Benefit Plan Matters
  • Tax Issues
  • Plan Suitability
  • Standard of Care
  • Industry Standards
  • Fiduciary Duties
  • Plan Administration
  • Compliance Issues
  • Insurance Company Customer Service and Policy Owner Service
  • Plan Illustrations
  • Plan Documents
  • Plan Participant Issues
  • Business Planning and Financial Planning Issues
  • Plan Termination

To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.  To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Overview of Mary's Expert Services Designated Cases and Testimony, please contact Mary at (925) 979-9972.

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For More Information

Mary welcomes your call at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597
Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544
© 2003-2010 Mary Rae Fouts, EA, CFP®.  All rights reserved.  Thanks for stopping by!