Louis F. LiBrandi
Partner, PKF O’Connor Davies Advisory LLC
“I help clients navigate the complexities of employee benefit plan compliance and reporting. My perspective is informed by experience in law and accounting firms and with the IRS, along with ongoing engagement with regulators and professional organizations.”
Louis F. LiBrandi is a member of the organization’s Employee Benefit Services Group and has extensive experience advising on employee benefit plans and related matters. His background includes serving as a director in a law firm’s Compensation and Benefits Advisory Services Practice, a senior manager at a Big Four accounting firm and a revenue agent in the IRS Employee Plans Division.
Louis speaks annually on Form 5500 reporting to the U.S. Department of Labor and IRS, as well as other retirement plan topics, for the New York Chapter of the International Society of Certified Employee Benefit Specialists and other organizations. He provides guidance on qualification requirements for retirement plans, including 403(b) and 401(k) plans, nonqualified deferred compensation plans and certain welfare and cafeteria plan features. He represents plan sponsors under examination by the IRS and Department of Labor.
Louis is actively involved in a variety of professional and civic organizations. He earned the Tax-Exempt & Governmental Plan Consultant (TGPC) designation from ASPPA and the Certified Plan Sponsor Professional (CPSP) credential sponsored by the American Retirement Association.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Former Reviewer, Tax Force Form 5500
- International Society of Certified Employee Benefit Specialists – NY Metro Chapter
- Former President and Board Member
- Former Member, Professional Development Committee
- IRS/DOL Northeast Liaison Group
- Knights of Columbus
- Counselor
- Mineola Historical Society
Accreditations
- Chartered Financial Consultant (ChFC)
- Certified Employee Benefit Specialist (CEBS)
- Certified Plan Sponsor Professional (CPSP)
- American Society of Pension Professionals and Actuaries (ASPPA)
- Tax Exempt Government Pension Consultant (TGPC)
Education
- Long Island University, Bachelor of Science degree in Accounting