Dr. Mark Johnson, Ph.D., J.D.

ERISA Benefits Consulting, Inc.
1450 Hughes Rd, Suite 120
Grapevine, TX 76051
Web Site
Phone: 817-909-0778
Fax: 817-251-4891

Mark Johnson, J.D., Ph.D., is an expert in ERISA, pensions, health plans, 401(k) plans, fiduciary duties and labor union benefits. He managed $14 billion in pension assets for over 100,000 plan participants while serving as Managing Director, Benefits Compliance & Pensions for American Airlines. Dr. Johnson has been retained as an expert in many nationwide, class action fiduciary lawsuits.

Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: Dr. Johnson holds the following degrees:
- J.D., University of Houston, 1983
- Ph.D, Communication Studies, University of Massachusetts, Amherst, 1976
- M.A., Mass Communication, University of Massachusetts, Amherst, 1973
- B.A., History, University of Massachusetts, Amherst, 1971.

He holds the following licenses:
- licensed attorney in Texas (not practicing);
- Board Certified Labor and Employment Law Specialist, Texas Board of Legal Specializtion.
Prior to his corporate and legal careers, Dr. Johnson taught, researched and published as a fulltime university faculty member for five years. He continues to teach on a part-time basis, currently as a professional education instructor for the Texas Department of Insurance and as an Adjunct Professor of Business Communication at Tarrant County College.

Dr. Johnson has worked for both plaintiffs and defendants on ERISA cases involving major employers, including AT&T, Mary Kay, Kmart, Rexam, CVS, Montana Power, Avon, Delta Airlines, Qwest, Enron, Chevron, City of Cedar Rapids Iowa, CIGNA, MetLife, United Technologies, Acordia, Winn Dixie, Marsh McLennan, Delphi, Sears, Principal Financial Group, and Consolidated Edison.

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Dr. Johnson is a member of the following organizations:
- Southwest Benefits Association
- International Foundation of Employee Benefit Plans
- Society for Human Resource Management
- Colleyville Area Chamber of Commerce
- Colleyville Center Board of Directors
- Committee on Labor and Employment, State Bar of Texas.

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Dr. Johnson is a frequent lecturer for MorganStanley, Medidigms LLP, a provider of continuing education for medical professionals and other professiona groups including the Conference of Consulting Actuaries and the Investment Management Institute.

Instructor for the Texas Department of Insurance, adjustor certification courses.

Notary Public training courses.
Past teaching experience includes:
- Associate Professor of Communication, Texas Wesleyan University
- Assistant Professor of Communication, University of Houston

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No

Q: On how many occasions have you been retained as an expert?
A: 68 engagements as of March, 2009

Q: For what area(s) of expertise have you been retained as an expert?
A: Dr. Johnson has been retained as an expert in the following types of cases:

- cash balance pension plans
- 401(k) fiduciary liability claims
- retiree medical plans
- qualified severance plan benefits
- group life and health plans
- profit sharing plans
- third party administrator disputes
- wrongful discharge
- long term disability

Services include:
- Expert testimony
- Expert report writing
- Litigation support
- Seminars
- Presentations
- Benefit plan design and evaluation

Dr. Johnson is based in Texas and available for cases on a nationwide basis.

Q: In what percentage of your cases were you retained by the plaintiff?
A: 50% for the plaintiff

Q: In what percentage of your cases were you retained by the defendant?
A: 50% for the defendant

Q: On how many occasions have you had your deposition taken?
A: Depositions have been given approximately 15 times in an expert engagement.

Q: When was the last time you had your deposition taken?
A: Last deposition was October 2008 as of March 2009.

Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Dr. Johnson has been qualified by a court to serve as an expert in many cases. Contact Dr. Johnson for more details.

Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: Dr. Johnson has appeared in two arbitration cases. He has not been required to appear in court as of March 2009.

Q: For how many years have you worked with the legal industry as an expert?
A: 2001 to the present

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Services include:
- Expert testimony
- Expert report writing
- Litigation support
- Seminars
- Presentations
- Benefit plan design and evaluation

Q: What is your hourly rate to consult with an attorney?
A: Contact Mark Johnson at mark@erisa-benefits.com or 817-909-0778 for a complimentary case discussion and a quote.

Q: What is your hourly rate to review documents?
A: Contact Mark Johnson at mark@erisa-benefits.com or 817-909-0778 for a complimentary case discussion and a quote.

Q: What is your hourly rate to provide deposition testimony?
A: Contact Mark Johnson at mark@erisa-benefits.com or 817-909-0778 for a complimentary case discussion and a quote.

Q: What is your hourly rate to provide testimony at trial?
A: Contact Mark Johnson at mark@erisa-benefits.com or 817-909-0778 for a complimentary case discussion and a quote.

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Contact Mark Johnson at mark@erisa-benefits.com or 817-909-0778 for a complimentary case discussion and a quote.

References

References available upon request.

Publications