102

Deborah Packer

Debbie Packer is a Director in the New York City office of PwC’s Global Human Resources Solutions Group. She consults on a wide variety of issues relating to employee benefits, primarily in the area of ERISA compliance. Ms. Packer has specialized in the employee benefits field for over 30 years. She has extensive experience in employee benefit plan drafting, retirement plan compliance audits, plan sponsor representation in IRS audits and in the preparation and review of Forms 5500. Prior to joining PwC in 1995, Ms. Packer worked at several New York City law firms.

Scott Albert

Mr. Albert has been the Chief of the Division of Reporting Compliance since 2000. He has over ten years of public accounting experience managing audits of qualified employee benefit plans, P & C insurance companies and health care providers. His current responsibilities include maintaining a multifaceted reporting compliance program that utilizes compliance assistance, voluntary compliance and traditional enforcement strategies.

Form 5500 Workshop

Session Date: 
Sunday, May 7, 2017 - 13:0018:00

The Form 5500 workshop explores the Form 5500 and its schedules in depth, and addresses common practitioner questions. We will also discuss the proposed revisions to the Form 5500 and schedules.

Laura Anderson

Laura is a Senior Manager in Ernst & Young’s national People Advisory Services practice, and is based in Dallas. She leads EY’s Employee Benefits Compliance Services Group. Laura has over 15 years of experience in employee benefits consulting, primarily in the areas of ERISA compliance and defined contribution plans. She has extensive experience in the preparation and review of Forms 5500, internal tax reviews of employee benefit plan audits, and Retirement Plan Compliance Reviews.

Kimberly Flett

Kim is a managing director in BDO’s Compensation and Benefit Services practice. As the national practice leader, she supervises a team of retirement professionals and is responsible for all aspects of retirement plan administration, including plan administration, plan valuations, nondiscrimination testing, ERISA, and tax compliance. Kimberly is also responsible for medical plan design and administration, including welfare benefit, Section 125 plans, health reimbursement arrangements, health savings accounts and specializes in the Affordable Care Act.

Mike Kraemer

Mike F. Kraemer, CPA Director, Regulatory Analysis and Consulting Fidelity Investments Mike supports Fidelity’s annual reporting package, Form 5500 service, and auditor support in the Midwest offices located in Covington, Kentucky. For the past sixteen years, he has provided internal support to Client Services as well as external support to Fidelity clients and their Auditors as it relates to the preparation of plan financial statements and Form 5500 filings.