ISCEBS NY Metro Chapter

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Welcome

Welcome to the home page of the New York Metro Chapter (Chapter) of the International Society of Certified Employee Benefit Specialists (ISCEBS).  The information on this Web Site has been developed by our local colleagues and contains links to specific information on membership, events, newsletters, and how to contact the Chapter.
 

Education Events
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.

Upcoming Events:

Presentation of the 2012 Plan Year

Filing of the Form 5500, 8955-SSA & the DOL’s DFVC

Plan Administrators of employee benefit plans are required to file an annual report with the Employee Benefit Security Administration (EBSA) that includes the Form 5500 and related schedules, and (if applicable) an Accountant’s Opinion. The information presented will include; a discussion on the 2012 changes to the Forms 5558, and 8955-SSA, and the applicable filing deadlines. The presenters will discuss the electronic processing of the materials required to be filed with EBSA, and the IRS (optional). The presentation will provide an update and discuss the DFVC filing program.

Speakers from O’Connor Davies, LLP– Employee Benefit Services Group  

Ashley E. Devins – Audit Senior

Ashley E. Devins, CPA is a Senior from O’Connor Davies, LLP, one of the largest full-service Certified Public Accounting and consulting firms in the tri-state area. 

Ashley has been with the firm for five years and has extensive experience auditing and providing consulting services to a wide range of industry organizations and their employee benefit plans. O’Connor Davies, LLP is a member of the Employee Benefit Plan Audit Quality Center (EBPAQC) of the American Institute of Certified Public Accountants (AICPA).

Louis F. LiBrandi, Fellow – Principal, Fellow ISCEBS, ChFC, QPA & Enrolled Agent

Louis F. LiBrandi is a Principal at ODMD serving clients in all aspects of employee benefits plans with a specific focus on tax and compliance matters. He is responsible for coordinating and preparing employee benefit plan filings with the EBSA. He also prepares applications under IRS and DOL correction programs, (VFC, VCP), and performs compliance reviews for all types of employee benefit plans and related processes (i.e., payroll, and tax reporting). His other areas of expertise include; consulting on non-qualified deferred compensation plans 457(b), obtaining IRS determination letters, representing plans on regulatory examinations, the preparation and review of plan documents and summary plan descriptions for cafeteria and 'wrap plans', as well as assisting clients with RFPs for service providers to their plans.

Louis is former President of the NY Metro Chapter of ISCEBS.  He is also a member of the AICPA Tax Task Force as a reviewer of the Form 5500. He has previously instructed CEBS classes at The College of Insurance and Hofstra University. He has co-authored articles with attorneys about responding to IRS and DOL Notices.  He has presented on numerous compliance topics, IRS/DOL voluntary programs, and the reporting requirements applicable to welfare, retirement and IRC Section 403(b) plans.

Date:                  Tuesday, June 11, 2013

Time:                 Registration check-in begins at 8:30 AM

Presentation / Q & A from 9:00 AM – 10:00 AM  

Meeting Location and Directions:

Random House, 1745 Broadway, 14th Floor, Dr. Seuss Room (b/t 55th & 56th St)  

NOTE: Photo ID and pre-registration are required to enter the building!

Directions
Take the 1, A, or C to Columbus Circle, or

Take the N, Q, or R to 57th St / 7th Ave

  

REGISTER HERE!

2013 Calendar of Events:

January 2013: Managing Employee Health Globally:  The Business Imperative
Presenter/Sponsor:  Dr. Lorna Friedman/Sony
 
February 2013: Regulatory Updates:  Health & Welfare Plans
Presenter/Sponsor: Rosemary Manning-Hughes/Random House
 
March 2013:  STD Insurance and Health Related Lost Productivity
Presenter/Sponsor: Michael J. Klachefsky/Sony

April 2013:  Top Stories of the Mercer 2012 National Survey of Employer Sponsored Health Plans
Presenter/Sponsor:  Joan Smyth/Mercer
 
May 2013:  State of the Art Benefit Plans

 

 


ISCEBS Metro NY Chapter                                                                                                                                            2012