Gerontology Expert Witness
Expert Witness No. 94
California
EXPERIENCE
1995 – Present
Business Gerontology Associates, President
Provide management consulting services for both firms and individuals, including diverse projects for high technology, academic and market research companies. Emphasis is on evaluating employment policies and procedures, reducing age discrimination complaints and executive training. Representative clients include:
Texas Instruments
USC Marshall School of Business, Department of Marketing
Gerontological Planning Associates
Private individuals seeking pre-retirement planning services
Expert Witness – Provide analysis and testimony with regard to age discrimination claims in the workplace, both labor and management.
1980 to 1995
Retirement Consultant
Collaborated with problem-solving teams composed of attorneys, actuaries and accountants on clients’ tax planning and retirement transition issues. Provided retirement plan administration for corporate benefit plans; collected and analyzed employee data, using results to produce and submit annual IRS Forms. Maintained employee records and Plan Trust Agreement to insure compliance with legislative changes. Communicated with participants and their representatives about benefits and terms of the plan, benefits eligibility and initiation of payments.
Preferred Pension Administrators
Pension Administrator
National Associates/Dun & Bradstreet Pension Services
Retirement Consultant
Producer Writers Guild of America Pension Plan
Benefits Advisor