Please join us as our speaker, Louis F. LiBrandi, CEBS of PKF O'Connor Davies, LLP, discusses the Form 5500 reporting requirements and other compliance matters affecting employee benefit plans, including:
Tuesday, July 9, 2019
8:30 - 8:45 am - Registration and Check-In (Breakfast Provided)
8:45 - 10:00 a.m - Presentation/Q&A
Delta Dental of New Jersey, Inc.
1639 Route 10 East
Parsippany, NJ 07054
Dedication Conference Room, 2nd Floor
Please click here to register.
Louis F. LiBrandi
Principal, Employee Benefit Services Group, PKF O'Connor Davies, LLP
Louis F. LiBrandi is a Principal of the Employee Benefit Services Group of PKF O'Connor Davies, LLP. He has more than 25 years of extensive experience with employee benefit plans. Louis previously served as a Director in the Compensation and Benefits Advisory Services Practice at a law firm, was a Senior Manager at a Big Four accounting firm, and gained valuable experience as a Revenue Agent within the IRS Employee Plans Division. A recognized expert on matters regarding the Form 5500, Louis speaks annually about this and other retirement plan topics for the New York Chapter of CEBS, and other organizations. He frequently provides guidance on satisfying the many qualification requirements of retirement (including 403(b) and 401(k)), nonqualified deferred compensation plans, and certain features of welfare/cafeteria arrangements. He frequently represents accounts under examination by the IRS and DOL. Louis has attained Fellowship status with the International Society Certified Employee Benefit Specialists and has attained the American College’s Chartered Financial Consultant designation. He has also attained the TGPC designation from ASPPA.