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.
Form 5500 and Related Reporting and Compliance Matters
Please join us as Louis F. LiBrandi of PKF O’Connor Davies, LLP discusses the Form 5500 reporting requirements and other compliance matters affecting employee benefit plans, including:
Changes to the Form 5500 for the 2018 plan year
Overview of the Form 5500 and related schedules
Overview of the IRS Form 8955-SSA
Highlights of the DOL’s Delinquent Filer Voluntary Compliance (DFVC) program
Other recent news regarding reporting of employee benefit plans
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.
Date: Thursday, June 13, 2019
Time: Registration check-in begins at 8:30 AM
Presentation / Q & A from 8:45 AM – 10:00 AM
Meeting Location and Directions:
Arthur J. Gallagher, 250 Park Avenue, 5th floor (Between E. 46th and E. 47th Streets)
For complete program information please click here!
Networking, Happy Hour and Volunteer Appreciation!
Thursday, July 25, 2019
6:00 p.m. - 8:00 p.m.
Naples 45 - 200 Park Avenue, New York, NY
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.