Director of Benefit Plan Compliance, Form 5500 Specialist
A knowledgeable professional with more than 15 years of experience, David specializes in Department of Labor compliance for multiemployer benefit plans and labor organizations. David possesses in-depth technical knowledge of Form 5500 and LM-2 reporting requirements for a wide variety of entities, ranging from small Benefit plans and unions to multi-million dollar international labor entities and their associated plans. He works closely with clients to provide peace-of-mind by ensuring that all Department of Labor filings are correct, complete, and submitted in a timely manner.
In addition, David has hands-on experience supervising and performing audit fieldwork for both employee benefit plans and labor. His extensive experience with benefit plans includes defined contribution and defined benefit pension, health & welfare, training, and legal funds for multiemployer, multiple employer, and single employer plans.
Education and Affiliations
• Bachelor of Science, Management and Accounting, University of Pittsburgh