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

 

Pension Plan Litigation


Are you searching for an Expert Witness to address Pension Plan Litigation matters?  Mary Rae Fouts, EA, CFP® has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  She brings impeccable professional credentials and twenty-two years of extensive financial services experience to her clients.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Pension Plan Litigation Matters

Mary's Expert Witness Services for Pension Plan Litigation address the following matters:

  • Pension Plan Participant Issues
  • Pension Plan Contributions
  • Pension Plan Distributions
  • Pension Plan Documents
  • Pension Plan Administration
  • Compliance Issues
  • Internal Revenue Code §401 Matters
  • ERISA Matters
  • Standard of Care
  • Industry Standards
  • Fiduciary Duties
  • Suitability
  • Advertising, Marketing, and Sales Practices
  • Good Faith and Fair Dealing
  • Similar Matters, including VEBA Plan, Welfare Benefit Plan, and Retirement Plan Matters

 Expert Witness Services

To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.

Goldfinches outside Mary's kitchen window.

For More Information

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.  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!