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Contacts Employee Benefit Plan Litigation and

For more information or to
Dispute Resolution Services
schedule a briefing, contact: Service Overview Depth of Experience
Michael J. Gardyasz Employee benefit plans are complex. The Our professionals receive specialized training,
863.603.4843 Employee Retirement Income Security Act of 1974, have experience in benefit plans, and hold
mike.gardyasz@crowehorwath.com the U.S. Department of Labor regulations, the professional designations such as:
Vicky Ludema Internal Revenue Code, and related regulations ■■ Certified Public Accountant
800.599.2304 guarantee their intricacy. These plans and their
vicky.ludema@crowehorwath.com sponsoring organizations are often involved in ■■ Certified Pension Consultant
litigation to resolve disputes over multifaceted ■■ Certified Employee Benefit Specialist
issues. Successful litigators recognize the ■■ Qualified 401(k) Administrator
importance of a professional who knows the
■■ Qualified Pension Administrator
rules and can explain complicated issues in
understandable, layman’s terms. The Crowe ■■ Certified Equity Professional
Horwath LLP professionals in our Benefit Plan
How You Benefit
Services practice are dedicated to meeting
Our experts understand complex plan issues and
and exceeding our clients’ expectations for
the Crowe professional who testifies gets involved
knowledge and experience as consulting and
in determining the facts of a case and in forming
testifying experts in litigation involving qualified,
an opinion. Our clients consistently offer the
nonqualified, and welfare benefit plans.
following reasons for selecting Crowe:
Principal Services ■■ Integrity. We are sensitive to confidentiality
Our professionals are trained to assist the attorney issues and conduct our services with the
at every stage of the litigation process, including: utmost discretion and professionalism.
■■ Pretrial activities, including discovery and ■■ Depth of Resources. We are able to tap a
deposition; vast network of resources in a broad range of
■■ Review of plan documents, plan descriptions, industries. At Crowe, we have access to a staff
and governmental filings; that includes valuation specialists, forensic
accountants, technology consultants, and
■■ Analysis of plan and trust accounting records, business strategists.
participant allocations, and discrimination
testing; ■■ Timeliness. We understand the demands
of the legal process. We are able to deliver
■■ Identification of plan fiduciaries; first-rate work that meets the time constraints
■■ Identification of prohibited transactions and and quality standards imposed by courts,
permissible correction methods; government agencies, attorneys, and others
■■ Assistance with the preparation of affidavits involved in the process.
and preparation of consulting or expert
About Crowe Horwath
opinion reports;
Crowe Horwath LLP is one of the largest public
■■ Expert witness testimony; and accounting and consulting firms in the United
■■ Calculation of damages and interest. States and serves clients worldwide as a leading
We also work with counsel and clients to self independent member of Crowe Horwath
correct errors and deficiencies. Our professionals International. Under its core purpose of Building
®

have extensive experience in Department of Value with Values, Crowe provides innovative
Labor and Internal Revenue Service correction business solutions in the areas of assurance,
programs, and can assist in all aspects of the financial advisory, performance, risk consulting,
situation, from identification of the problem to and tax.
complete resolution.

Crowe Horwath LLP is a member of Crowe Horwath International, a Swiss association. Each member firm of Crowe Horwath International is a separate and independent legal entity. Crowe Horwath LLP and its affiliates are not responsible or
liable for any acts or omissions of Crowe Horwath International or any other member of Crowe Horwath International and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath International or any
other Crowe Horwath International member. Accountancy services in Kansas and North Carolina are rendered by Crowe Chizek LLP, which is not a member of Crowe Horwath International. © 2009 Crowe Horwath LLP AFA9456