- The Millennium Plan
- SADI Trust
- Beta Plan
- Hartford
- PAC Life
- Niche
- Benistar
- The Grist Mill Trust
- Compass Welfare Benefit Plan
- Sea Nine VEBA
- CJA and Associates
- Bisys
- Professional Benefits Trust (PBT)
- Advantage – Sterling –
- Cresp Heritage Plan
- Indianapolis Life Piedmont
- And litigation involving other similar 412i Retirement plans and 419 Welfare Benefit plans
Expert Witness Services
