Employee Benefit Plans Fundamentals and Planning - Part II (Employee Benefit Plans Conference)

Alan D. Ross, CPA

Alan D. Ross, CPA is the founder and President of Alan Ross & Company, PC, which is a CPA firm located in Reading, Pennsylvania.  He is a 1978 graduate of Albright College, where he earned his BS in Accounting. He is a member of the adjunct faculty of Albright College, where he teaches accounting and auditing courses. 

In 1985, he founded Alan Ross & Company, PC, where he provides a wide range of accounting, auditing and tax related services for a variety of employee benefit plan clients.  He currently provides auditing services for a number of employee benefit plans, including very large plans with thousands of participants.  His firm provides consulting services relative to the design and formation of employee benefit plans, as well as administrative services and compliance services in connection with administering small plans for closely held companies. They also provide auditing services for large plans, including 401(k) Plans, Defined Benefit Pension Plans, Defined Contribution Retirement Plans (including money purchase and profit sharing plans), and a variety of Health and Welfare Plans. Alan Ross & Company, PC provides services for single employer plans and multiemployer plans. 

Mr. Ross serves as an instructor who teaches Continuing Educational Courses for the American Institute of Certified Public Accountants.  He currently teaches the courses Employee Benefit Plans Audit and Accounting Essentials, Audits of Defined Contribution Plans and Audits of 401(K) Plans. He has taught these courses for state societies throughout the country. He has been recognized by the American Institute of Certified Public Accountants as an authority in this specialized area of practice, and was appointed as a member of the AICPA Employee Benefit Plans Expert Panel in 2003.  He currently serves as a member of the PICPA Employee Benefit Plan Committee.  He also recently served on an AICPA task force to draft a primer on multiemployer plans. Mr Ross has also been identified as one of the top AICPA instructors in 2016.

Roland J. O’Brien, CPA
Director, Quality Control
Novak Francella LLC

Roland J. O’Brien has over 25 years of accounting experience with local, regional, and national public accounting firms. He has been responsible for all areas related to the audits and reviews of single employer, multiemployer, and multiple-employer sponsored plans, including employee benefits, qualified retirement, health and welfare, and fringe benefits plans.

In 2007, Roland was the founder of the Pennsylvania Institute of CPAs (“PICPA”) Employee Benefit Plan (“EBP”) Committee and was instrumental in creating the annual PICPA Employee Benefit Plans Conference.

Roland has been responsible for creating and presenting technical training programs at the national, regional, and local level, as well as providing quality assurance services, including national EBP quality inspections. Roland is a frequent speaker on various technical issues for industry and professional organizations.

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
AICPA Emerging Industries and Risk Areas Taskforce
AICPA Practice Monitoring Task Force – Employee Benefit Plans

Pennsylvania Institute of Certified Public Accountants
Founding Member and Chair (2007-2010), PICPA Employee Benefit
Plans Committee 2007-current
PICPA Employee Benefit Plans Technical Subcommittee
PICPA Employee Benefit Plans Conference Subcommittee
PICPA Ethics Committee 2011-2012, Chair 2013-2014

EDUCATION
B.A., M.A., Bob Jones University

Post-graduate studies:
Temple University 
The Wharton School, University of Pennsylvania

Feb 2018