D. Lee Heavner

Managing Principal

Analysis Group, Inc.

Dr. Heavner is a managing principal at Analysis Group, Inc. He received his Ph.D. and M.B.A. from the University of Chicago Graduate School of Business. His ERISA-related experience includes consulting on numerous litigations and government investigations regarding the selection and monitoring of plan service providers and investments, portfolio management decisions, and the reasonableness of fees. These matters have involved a variety of types of defined contribution and defined benefit plans as well as many different investment structures. Dr. Heavner has published articles and spoken on ERISA litigation topics such as expert analysis of the selection and monitoring of retirement plan service providers, the evaluation of fees, asset allocation, damages, and class certification. Dr. Heavner previously taught economics and finance at Tulane University’s A.B. Freeman School of Business.