Louis Plung

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Photographs of past events and associated materials are posted here.
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August 20, 2015

Employee Pirates Game

Each summer, the firm's employees and their families enjoy a night out at the Pirates game. This year, we held the outing at PNC Park's Pirates Deck, which overlooked left field.

View photos from the event here.


 July 15, 2015

"National Employee Benefit Plan Enforcement Projects" - Webinar

Audit Partner Rich Fischer discussed the Employee Benefits Security Administration's (EBSA) Enforcement Projects and what they mean to plan sponsors and administrations. He discussed red flags in ERISA compliance, how to fix the issues, and what you can do to keep your benefit plan off EBSA's radar.

Download the PowerPoint here.

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June 2, 2015

"Risky Business, Developing and Maintaining an Effective Corporate Compliance Strategy"

Audit Partner Rich Fischer presented to the Western Pennsylvania Association of Corporate Counsel on behalf of FVL. He discussed the different perspectives on risk, impact of culture on compliance, and using COSO framework to apply compliance standards. 

Download the PowerPoint here.

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 April 1, 2015

"Understanding the Impact of National Employee Benefit Plan Enforcement Projects"

Audit Partner Rich Fischer discussed the Employee Benefits Security Administration's (EBSA) Enforcement Projects and what they mean to plan sponsors and administrations. He discussed red flags in ERISA compliance, how to fix the issues, and what you can do to keep your benefit plan off EBSA's radar.

Download the PowerPoint here.

Contact the Speakers:


October 21, 2014

"Compliance with Retirement Plan Laws, Regulations, and Fiduciary Responsibilities"

Audit Partner Rich Fischer discussed the best ways to keep a company's retirement plan in compliance with new Department of Labor and IRS regulations as well as fiduciary responsibilities. He stressed that knowing the steps to take and mistakes to avoid when it comes to compliance and plan design can help a person manage a company's retirement plan with less hassle and more confidence.

Download the PowerPoint here.

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July 22, 2014

"Compliance with Laws and Regulations and Fiduciary Responsibilities"

Audit Partner Rich Fischer and Henderson Brothers Retirement Plan Solutions Relationship Manager, Peter Valotta discussed the best ways to keep a company's retirement plan in compliance with new Department of Labor and IRS regulations as well as fiduciary responsibilities. Both speakers stressed that knowing the steps to take and mistakes to avoid when it comes to compliance and plan design can help a person manage a company's retirement plan with less hassle and more confidence.

Download the PowerPoint here.

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May 1, 2014

"Current Trends in Employee Benefit Plans and Fraud Cases"

Audit Partner Rich Fischer and Audit Senior Manager Joe Zovko discussed the Department of Labor's recent initiatives to combat benefit plan fraud as well as the red flags they look for. The speakers also reviewed several case studies to highlight different fraud schemes and the environments in which fraud was allowed to happen, and how it could have been prevented.

Download the PowerPoint here.

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November 19, 2013

"Managing Generational Change in Family-Owned Companies"

Dennis Loughran and Joe Zovko joined The Alternative Board for a discussion on how to navigate changes in family-owned companies, including choice of entity as it affects the sale or transfer of a business; succession planning considerations; a case study; and management and leadership issues.

Download the PowerPoint here.

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April 4, 2013

"The Nuts and Bolts of Retirement Plans for Non-Profits: Is Your Plan in Compliance?"

A joint panel discussion with Louis Plung & Company, Metz Lewis Brodman Must O'Keefe, and BPU Investment Management Inc. Click here for more information.

 


November 15, 2012

"Pathways for Business Owners to Create, Build, and Realize Wealth"

A joint panel discussion with Louis Plung & Company, Metz Lewis Brodman Must O'Keefe, and BPU Investment Management Inc. View the full summary here.