Robert A. Lavenberg CPA, CGMA, JD, LL.M. (Taxation)

President, ERISAworks LLC

Appearances

• 403(b) Title I Plan Update
• ERISA / DOL Update - How the new 403B standards apply?
• DOL/ERISA Regulatory Update
• ERISA/DOL Update - How Do the New 403B Standards Apply?
• Expert Answers to Your Most Challenging Questions - (Speaker Bios Only)
• Welcome and Introduction
• Client Communications - Beginning to End (SAS 112/114 Skit)
• Fraud Brainstorming
• ERISA 403(b) Audit Issues
• Client Communications - Beginning to End (SAS 112/114 Skit)
• ERISA 403(b) Audit Issues
• ERISA 403(b) Audit Issues
• Ask the Experts
• 403(b) Plans: What's an Auditor to Do? (REPEAT of #4)
• 403(b) Plans - What's an Auditor to Do? (Repeated in #19)
• 403(b) Plan Vendor/Sponsor Panel
• Ask the Experts
• 403(b) Plan Audits: Year 2 â Now What? (Repeated in #51)
• 403(b) Plan Audits: Year 2 - Now What? (REPEAT of #12)
• 403(b) Plans: A Vendor's Perspective
• Real-Life Limited Scope Audits - Panel Presentation
• Ask the Experts
• Ask the Experts
• Ask the Experts
• Opening Remarks
• Basics of 403(b) Operational Compliance
• What's New From a Fiduciary Standpoint for 2013
• Ask the Experts
• EBPAQC Update
• What is a Fiduciary?
• Fee Disclosure and ERISA Accounts
• EBPAQC 10th Anniversary - Town Hall
• EBPAQC 10th Anniversary - Town Hall
• What is a Fiduciary?
• Fee Disclosure and ERISA Accounts
• Fiduciary Responsibilities and Best Practices in Plan Governance
• 403(b) Title I Plan Update
• Fiduciary Responsibilities and Best Practices in Plan Governance
• Speaker Panel Discussion
• Auditing 403(b) Plans
• Expert Answers to Your Most Challenging Questions
• Fiduciary Responsibilities and Risk
• 403(b) Plan First Time Audits - A Forensic Review
• Employee Benefit Plan Audit Quality Center Update
• Welcome & Introduction / View from the EBSA
• Fiduciary Responsibilities and Risk
• 403(b) Plan First Time Audits - A Forensic Review
• Expert Answers to Your Most Challenging Questions
• Expert Answers to Your Most Challenging Questions
• Discussion on ERISA Audit Quality
• Discussion on ERISA Audit Quality
• Discussion on IRS Compliance Findings
• Expert Answers to Your Most Challenging Questions
• Discussion on IRS Compliance Findings
• Expert Answers to Your Most Challenging Questions
• Auditing 403b Plans
• Plan Expenses - Understanding Current Fee Models, Trends, and Disclosures
• Fiduciary Best Practices - Plan Governance
• Twisting Our Perspective on Fiduciary Responsibilities: Assisting Our Clients With Compliance (Understanding/Education)
• Reading a Plan Document: What Auditors Should Consider
• Fiduciary Responsibilities and Best Practices in Plan Governance
• How to Build a Winning Hand: Collaboration for EBP Audit Quality
• Plan Sponsors Talk About Plan Governance
• How to Tell if There's a Hand in the Cookie Jar
• 404(c) and 404(a)(5) Compliance Fund Selection Process