Experience

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  Orchard Hills Consulting LLC

  • Ann Arbor, MI

  • Principal/Owner

    • Jan 2004 - Present
    • Ann Arbor, MI

    Orchard Hills Consulting provides retirement plan consulting and expert witness services, focusing primarily on defined contribution plan arrangements. Retirement plan consulting includes Request for Proposal services (defined benefit and defined contribution plans) and fee benchmarking.Recent Expert Witness engagements include, but are not limited to, the following:Sims v. BB&T Corporation Case No. 1:15-cv-732-CCE-JEPBell v. ATH Holding Company, LLC Case No. 1:15-cv-02062-TWP-MPB Cryer v. Franklin Resources, Inc. CIVIL ACTION No. 16-CV-04265-CWTroudt v. Oracle Corporation Civil Action No. 1:16-cv-00175-REB-CBSBarrett v. Pioneer Natural Resources Case No. 1:17-cv-01579-WJM-NYWTracey v. Massachusetts Institute of Technology Case No. 1:16-cv-11620-NMGMarshall v. Northrop Grumman Case No. 16-CV-6794AB (JCx)Terraza v. Safeway Case No. 3:16-cv-03994-JST

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  Capital Research + Consulting LLC™

  • Pasadena, CA

  • Consulting Affiliation/Registered Investment Representative

    • Jan 2005 - Present
    • Pasadena, CA

    Through Orchard Hills Consulting LLC. I provide retirement plan consulting services on behalf of certain clients of the firm. These services include consulting on administrative and compliance matters, fee benchmarking, and developing and issuing Requests for Proposals specific to defined contribution retirement plans. Consulting services are also provided in the areas of retirement plan communications and investment education.

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  BKS Retirement

  • Clearwater, FL

  • Consultant

    • May 2007 - Present
    • Clearwater, FL

    I provide retirement plan consulting, fee benchmarking, and Request for Proposal services on behalf of certain clients of Fiduciary Partners, including several healthcare entities.

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  Clark Consulting

  • Ann Arbor, MI

  • Senior Vice President

    • May 2002 - Dec 2003
    • Ann Arbor, MI

    Practice management and business development responsibilities, including the completion of defined contribution plan Request for Proposal projects and retirement plan cost and revenue distribution (fee benchmarking) projects.

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  Arthur Andersen LLP

  • Greater Detroit Area

  • National Partner

    • Mar 2001 - May 2002
    • Greater Detroit Area

    Human Capital Practice Leader for Midwest Region with business development and account management responsibilities.

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  Pricewaterhouse Coopers

  • San Francisco Bay Area

  • Partner

    • Aug 1985 - Mar 2001
    • San Francisco Bay Area

    West Coast Practice Leader for defined contribution administrative services with additional client management responsibilities.