Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) (E1806093)

Joseph E. Manfré, licensed as a CPA in New York, is a Discussion Leader for Kaplan Financial Education, powered by Loscalzo Institute. He is the Founder and President of Manfre CPA P.C., A Professional Corporation, located in Armonk, New York. While the services his firm offers to individuals and businesses are diverse, their specialization focuses on servicing the needs of multi- and single-employer employee benefit plans and labor unions. Joe is licensed in the State of New York and has been servicing the needs of single-employer and multi-employer benefit plans for most of his 40-year career in accounting. He previously was the chairman of the NYSSCPAS Employee Benefits Committee and has been a speaker on audits of employee benefit plans at their annual conference. Joe is also referred to by the NYSSCPA hotline for audit and tax related questions on employee benefit plans. Joe’s experience and contacts in the employee benefits and labor industries prove invaluable to Benefit Funds Trustees and Management and Labor Executives, as well as to CPA firms with employee benefit plans and audit and tax practices. His business and personal tax experience is also invaluable to individuals and business owners alike. Joe is a member in good standing of the AICPA, NYSSCPA, and the International Foundation of Employee Benefit Plans. He earned his Bachelor of Business Administration in Accounting from Bernard Baruch College.