Fiduciary Responsibilities and How to Fix a Breach - Part II (Employee Benefit Plans Conference)

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