HYBRID EVENT
Employee Benefit Plans Form 5500 and Beyond Update
Tuesday, June 25, 2024
PLEASE NOTE REGISTRATION IN ADVANCE IS REQUIRED FOR CE CREDITS.
Please join us live or virtual as our speakers, Louis F. LiBrandi, CEBS, Anthony Bianchi, CEBS, Joel Sowell, CPA and Keely Portillo, Tax Supervisor of PKF O’Connor Davies, LLP, discuss recent information affecting employee benefit plans, the 2023 Form 5500 including the recent changes.
The topics you’ll learn about at this session:
Louis F. LiBrandi, CEBS - Partner
PKF O'Connor Davies Advisory, LLC Louis F. LiBrandi is a Partner of the Employee Benefit Services Group of PKF O'Connor Davies Advisory, LLC. He has many years of extensive experience with employee benefit plans. A recognized expert on matters regarding the Form 5500, Louis speaks annually about this and other retirement plan topics for the New York Metro Chapter of ISCEBS, 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 formerly attained Fellowship status with the ISCEBS and has attained the American College’s Chartered Financial Consultant designation. He has also attained the TGPC designation from ASPPA, and is an Enrolled Agent. Anthony Bianchi, CEBS - Supervisor PKF O'Connor Davies Advisory, LLC Anthony Bianchi is a Supervisor in the Employee Benefit Services Group of PKF O'Connor Davies, LLP, specializing in all aspects of employee benefit plan compliance, including the preparation, and filing of Form 5500 and other tax forms, nondiscrimination testing, plan document preparation and IRS & DOL correction programs. Prior to joining PKF in 2011, Anthony worked with AXA and Buck Consultants in their employee benefit practices. Anthony is a member of the New York Metro Chapter of ISCEBS, and served as Chapter president in 2018. Joel Sowell, CPA - Manager PKF O'Connor Davies Advisory, LLC Joel Sowell has more than seven years of experience in public accounting. He specializes in employee benefit plan reporting and compliance. Joel has worked with clients of all types and sizes to meet the requirements of the Form 5500 Series, Affordable Care Act compliance and nondiscrimination testing for employee benefit plans. He also has several years of experience in human resources as well as the banking industry. Prior to joining PKF Joel was a manager at a “Big Four” accounting Firm. Keely Portillo - Tax Associate PKF O'Connor Davies Advisory, LLC Keely Portillo has nearly four years of experience in public accounting. She specializes in tax and compliance matters for employee benefit plans. Keely works closely with her colleagues and clients to satisfy the ERISA requirements for various employee benefit plans including 401(k), 403(b) and welfare plans. Keely prepares DOL Form 5500, Form 8955-SSA and, Form 720, as well as other relevant tax forms and related reporting. She also has considerable expertise with individual income tax returns. |
HYBRID EVENT Date: Tuesday June 25, 2024 Time: Presentation / Q & A 9:00: AM - 10:15 AM Location: Online/AlixPartners, 909 Third Ave, 30 Fl. NYC (3rd Ave. & E. 54th St) Cost: Members - FREE Non-Members - $25 + processing fee ($0.75) To attend, you must register by Friday, June 21st at (5 PM) Pending approval attendees of this event will receive 1.5 hours CEBS Compliance credit; 1 .25 hours of HRCI credit; and 1.25 hours of SHRM PDC credit.
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