Robert A. Lavenberg, CPA, JD, LL.M
President
ERISAworks
LLC
Bob Lavenberg has more than thirty years of experience with the Employee
Retirement Income Security Act of 1974 (ERISA) and related business advisory
services. His expertise spans reporting, government compliance, and assessment
of tax implications for plans, including qualified retirement, health, welfare,
and fringe benefit plans. As a National Assurance Partner for an international
accounting firm, Bob focused on employee benefit plan (EBP) audit quality for
his clients and the firm's 1,900+ plans.
Bob is a past chair of the American Institute of CPAs (AICPA) EBP Audit
Quality Center and the two annual AICPA National EBP Conferences. Bob was also
an active member of the AICPA's EBP Expert Panel. Bob has written articles for
professional journals, contributed to internal employee benefit plan audit
trainings, and is a frequent speaker on various technical issues for industry
and professional organizations.
PROFESSIONAL AFFILIATIONS
American Bar
Association
American Institute of Certified Public Accountants
-
Member, Council
- Chair/Member, Employee Benefit Plan Audit Quality
Center Executive Committee (2008 – 2013, 2016 - 2017)
- Chair, Joint
403(b) Plan Audit Task Force
- Member, Employee Benefit Plans Expert
Panel (2005 – 2008)
- Chair, National Conference on Employee Benefit
Plans (2010 – 2011)
- Chair, Employee Benefit Plans Accounting,
Auditing, and Regulatory Update Conference (2009 – 2011)
International
Foundation of Employee Benefit Plans
New Jersey Society of Certified Public
Accountants
- Member, Audit and Accounting Interest Group
-
Vice-Chair, Employee Benefits Conference Committee (2017)
Pennsylvania
Institute of Certified Public Accountants
- Member, Ethics Committee
(2006 – 2009)
- Member, Employee Benefits Conference
Committee
Society for Human Resource Management
US Department of Labor –
EBSA - ERISA Advisory Council
EDUCATION
LL.M. in Taxation, Boston University
J.D.,
New England School of Law
B.S., Northeastern University
March 2018
