Wayne Kamenitz

Vice President & Regional Compliance Practice Leader | Segal Company

Mr. Kamenitz is a Vice President and Regional Retirement Compliance Practice Leader in Segal’s New York office. He has over 30 years of experience in retirement plan compliance. Mr. Kamenitz works with multiemployer and public sector clients, utilizing his extensive experience with defined benefit and defined contribution plans. In addition, he has extensive compliance, benefits and compensation experience, with specialized expertise in providing ERISA consulting ensuring compliance with IRS and DOL regulatory requirements. Prior to Segal, Mr. Kamenitz served as Executive Director of the Tax Department at accounting firm Mitchell & Titus LLP. Prior to that, he managed compliance for Taft Hartley, public sector and corporate retirement plans at Ernst & Young. Mr. Kamenitz has represented many clients that have had their plans examined by the IRS and DOL. Mr. Kamenitz received a BS in Accounting from Brooklyn College, where he graduated cum laude . He holds a Dual Masters of Business Administration in Taxation and Finance from Pace University. Mr. Kamenitz is also a Certified Public Accountant licensed in New York and New Jersey. Mr. Kamenitz serves on various industry committees and many of the committees he has been involved with and chaired have helped create the numerous tools and employee benefit guides that are now on the IRS website. He served as Chairperson of the AICPA Employee Benefits Tax Technical Resource Panel from 2013 to 2014. He also previously served as the Vice-Chair (2012) and Member (2011). Mr. Kamenitz has served as Chairperson of the IRS/Practitioner Employee Plans Team Audit (EPTA) Liaison Committee since 2008 and has been a member of the Committee since 2005. He was also part of the Steering Committee for the National AICPA Conference on Employee Benefit Plans Tax in 2012. Mr. Kamenitz has spoken at industry conferences and has published several articles in benefits industry journals.


Sessions

Plan sponsors dealings with plan fees and communications vary widely; however, there are some very specific requirements. In our discussion, you will learn:
Learning Objectives:

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer More

Pre and post exam and all in-between. Why does an auditor care about this?
Learning Objectives:

  • Identify what the IRS/DOL ask for and focus on during examinations.
  • More