Welcome to the New York Metro Chapter of the International Society of Certified Employee Benefit Specialists. Our mission is to foster a community of benefits professionals, providing opportunities to learn more about health, welfare and retirement benefits as well as network with colleagues in the field. The New York Metro chapter is one of the 43 ISCEBS chapters located across the U.S. and Canada, and is unique as we annually host 11 annual educational and networking chapter events at no additional charge for members. We hope this website provides you greater insight about our chapter and how membership can be of abundant benefit to you.
Our Chapter provides many educational, networking, and professional development opportunities to members and non-members. Below is a list of upcoming as well as past events.
As a non-profit organization, we rely on volunteers and the generosity of our sponsors and presenters to provide content and/or venues for our educational forums. We hope you utilize the information available and consider participating in our activities.
Current Matters Effecting Employee Benefit Plans – Panel Presentation
Please join us as Lou LiBrandi, a favorite Chapter speaker and DC expert, provides a brief overview of current employee benefit matters from a recent Washington event he attended. This will kick off an engaging panel discussion featuring Lou, Arthur Grutt, who helps employers navigate the complexities of employer-sponsored healthcare plans and Richard Schwamb, a 401(k) advisor.
The panel discussion will cover current matters effecting employee benefit plans including what employees should be aware of on both the welfare side, specifically Healthcare Navigation and on the defined contribution front.
Louis F. LiBrandi, CEBSPrincipal, 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. 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.
Arthur Grutt, CEBSManaging Partner, Cambridge Insurance Advisors
As Partner-in-Charge of the firm’s Employee Benefits Group, Arthur Grutt helps employers navigate the complexity of health insurance. Art earned a Certified Employee Benefit Specialist (CEBS) designation in 2006, served on the board of the NY ISCEBS chapter and acted as Board President in 2012. As employers are frustrated with the status quo, Art brings a unique and new perspective around managing claim costs, specialty pharmacy, member advocacy and compliance.
Corporate Retirement Director, C(k)P and Senior VP & Financial Advisor
The Schwamb O’Day Group, at Morgan Stanley
Richard has advised retirement plans on Fiduciary Responsibilities, Plan Design, Investment reviews, and educating participants for 20 years. Prior to this, he was a Corporate Controller and Treasurer where he started one of the early 401(k) plans in the State of NJ for his company. He was hooked and ultimately moved to the Retirement plan marketplace.
Date: Thursday, November 29, 2018
Time: Registration check-in begins at 8:30 AM
Presentation / Q & A from 8:45 AM – 10:00 AM
Meeting Location and Directions: (new location!)
Arthur J. Gallagher & Co. 250 Park, 5th floor, New York
For complete program information please click here.
CEBS has introuduce a universal continuing professional education (CPE) requirement for all holders of the CEBS credential - past, present, and future graduates of both the U.S and Canadian CEBS programs.
To learn more about the new CPE requirement and how you can report your CEBS CPE credits pleaseclick here!
Here are some great reasons to join the International Society:
The Society has thousands of benefits and compensation professionals as members. Membership spans the globe, but is primarily concentrated in the US and Canada.
Complimentary webcasts from the International Foundation and the Society.
Unlimited access to live and on demand webcasts. In addition to dozens of downloads currently available, the Foundation and Society have committed to having 10+ Canadian and 20+ U.S. webcasts in 2016.
The ISCEBSLink provides answers to several hundred questions and responses, which saves our members both valuable time and money to obtain the same elsewhere.HR practices and policy language, legal renderings, vendor suggestions and evaluations, and product suggestions have all been shared on the ISCEBSLink.
Hundreds of Society members participate in discussions on the ISCEBSLink.
The Information Center provides members information for benchmarking data, compliance information on 401(k) plans, ACA, HIPAA privacy rules, and pension changes.
Society members have unlimited information center requests.
The U.S. Legislative Tracker provides a searchable list of proposed benefits-related legislation.
Today’s Headlines feature provides daily emails with top benefits news articles to help keep members in the loop with what’s on the horizon in the field.
Society members are able to post their resume for free and search posted jobs in the Members Only/Online Community section of the site.
The positions are specifically targeted toward professionals who are familiar with the CEBS program.
Companies that search the resumes posted are looking for CEBS professionals and are familiar with the designation.
The Annual Symposium offers attendees real-time education opportunities on pending legislation, regulation updates, current practices as well as valuable takeaways to help benefits and compensation professionals do their job.
New CEBS graduates as well as new GBA, RPA, and CMS designees are recognized and honored at the Symposium conferment ceremony.