The Principals of Retirement Solutions have extensive knowledge in a variety of disciplines with the financial services industry. As a result of that domain knowledge there are select occasions where we are called upon to provide expert testimony. Areas of expertise include:

• Retirement saving and planning
• Use of retirement products
• Distribution from qualified plans*
• Annuity product design*
• Annuity distribution*
• Annuity stability*
• 1035 Exchanges*
• Annuity persistency*
• Prior art patent disputes*

*Indicates areas where testimony or research for a pending case has been provided.