Employment - Human Resources Expert Witnesses: 33

Arthur B. Kagan, FSA, EA, is one of the most qualified Actuaries and Pension Plan consultants in the country. In his over 40 year career, he has helped thousands of plan sponsors with the management of their company’s retirement plans, as well as hundreds of thousands of plan participants with their pension benefits.

Since 2020, Mr. Kagan has completed 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA, public pension plan participant values, deferred compensation agreements, insurance, annuities, and general litigation on economic values.

Mr. Kagan served as the President and sole owner of a third party administration (TPA) and actuarial consulting firm for 26 years serving 650 plans;  Previously, he was president and partner of a TPA and actuarial firm serving 1400 plans. He is fully credentialed in actuarial valuations, plan funding, and present value calculations:

Mr. Kagan serves large, mid-size, and small plans covering all industries and all employer types.  He specialize in all aspects of:

Mr. Kagan has presented many seminars on recent developments in pension plan industry and creative plan design to the Desert Estate Planning Council, California CPA Society, AXA Advisors, and various financial advisory and CPA firms.

911 Consulting specializes in Emergency Preparedness, Training, Drills and Exercises for corporations, campuses and medical facilities. 911 Consulting offers practical solutions for preventing likely incidents, preparing for emergencies, responding to a crisis, and resuming operations. They create a custom emergency plan, train personnel, and stage drills for readiness.

Bo Mitchell was Police Commissioner of Wilton, CT for 16 years. He retired to found 911 Consulting which creates emergency, disaster recovery, business continuity, crisis communications and pandemic plans, plus training and exercise for organizations like GE HQ, Hyatt HQ, MasterCard HQ, five colleges and universities plus 29 PreK-12 schools.

Bo serves clients headquartered from Boston to LA working in their facilities from London to San Francisco. He has earned 23 certifications in homeland security, emergency management, disaster recovery, business continuity, safety and security. Mission: Trying to make America safer one workplace at a time.

Litigation Support - Bo serves as an expert in landmark court cases nationally.  He provides expert witness services to attorneys representing plaintiff and defense, including thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise: 

Professional Designations: CEM, CPP, CHS-V, CBCP, CSI-ML, HSEEP, CSSAS, CNTA, IAC, MOAB, CHSP, CHEP, CSHM, CESCO, CHCM, CFC, CSSM, CSC, CAS, TFCT3, CERT, CHSEMR, CMC

Expertise in the administration and compliance of qualified retirement plans.  Consulting services to third party administrators, corporations, small businesses, financial advisors, attorneys, CPAs and individuals.

Expertise with regard to traditional defined benefit pension plans, cash balance plans, and defined contribution plans. Applicable functions include plan design, plan implementation, actuarial calculations, non discrimination testing, due diligence, plan resolution projects.