Employee Benefits Conference (C57612)

Before retiring in 2009, Marilee was KPMG’s National Partner-in-Charge of the Employee Benefit Audit Practice. Marilee is currently teaching EBP courses and providing consulting services on EBP accounting and auditing issues to CPA firms specializing in EBP audits. She is a founding member and a past Chair of the Executive Committee for the AICPA’s Audit Quality Center for Employee Benefit Plans, EBP Experts Panel and is currently a subject matter expert for EBP Peer Review Oversights. Marilee has also served on various task forces of the AICPA which include the audit guide revisions task force, the ESOP task force and the Multiemployer task force. She is a past member of the Accounting Committee for the International Foundation of Employee Benefit Plans and the ERISA Advisory Council of the Department of Labor representing the accounting profession. As of April 2020 she is the consulting CPA on staff for the Colorado Society of CPAs overseeing their peer review program. Marilee earned her B.S. in economics and her M.B.A. in accounting from Santa Clara University, Santa Clara, CA.

With more 25 years of investment experience as both a certified financial planner and retirement plan advisor, Sam Valeo is among a select few of Financial Advisors at Morgan Stanley to earn the Corporate Retirement Director title. His knowledge has earned him recognition throughout the retirement plan industry.

Bill Zorc is a manager in the Accounting Services Department of Marcum, LLP, specializing in the administration of Defined Contribution retirement plans, as well as being a supervisor related to the Employee Benefit Plan audit area.

Bill specializes in helping clients select the retirement plan that best suits their needs. Whether for a sole-proprietor or a 300 employee company, Bill’s highly personalized approach means clients are sure to find the plan that maximizes benefits to the company and its employees at a reasonable cost.

In addition to defined contribution plan design, Bill uses his extensive experience – which includes more than 30 years in the employee benefits field – to implement, administer and comply with government regulations for Marcum’s diverse client base. Bill's expertise extends to consulting with clients on recordkeeping conversion processes and employee benefit communications. Bill also consults with clients regarding Flexible Spending and HSA accounts, SEP plans, and issues related to IRA distributions and eligibility.

Alex Brosseau is a Senior Manager in the Tax Policy Group of Deloitte Tax LLP’s Washington National Tax office. In that capacity, he monitors tax policy developments in Congress and the White House on behalf of the firm and its clients.

From 2012 to 2015, Alex served as Senior Analyst for Tax Policy on the U.S. Senate Budget Committee where he was the primary tax adviser to the committee’s two previous chairpersons, Senator Patty Murray of Washington and Senate Finance Committee member Kent Conrad of North Dakota.

While on the Budget Committee, Alex led tax and revenue policy for the committee’s majority during many negotiations including those related to tax extenders, tax reform, and the Senate-passed fiscal year 2014 budget resolution. He also played a significant role in the policy discussions that led to enactment of the Bipartisan Budget Act of 2013.

Prior to his time on Capitol Hill, Alex worked in client service at Deloitte Tax LLP, focusing primarily on clients in the financial services and real estate industries.

Alex is a Certified Public Accountant (CPA). He received his Master of Science in taxation from American University (Washington, DC) and his Bachelor of Arts in accounting and economics from the University of Saint Thomas (Saint Paul, Minnesota).