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Michelle Brumfield, CPA serves as the Audit Director responsible for directing, managing and coordinating the firm’s ERISA Assurance and Compliance Services Team. She has the unique experience required to managing numerous employee benefit plan audits and consulting frequently with employee benefit plan sponsors. She also provides leadership and technical support to the entire ERISA Assurance and Compliance Services Team to ensure the overall project performance, including all aspects of managing the fieldwork, supervision of the audit team, and audit report review/compliance is consistent with the
quality standards of the firm and professional standards. She is integral in coordinating and designing the continuing professional education courses (CPE) and the training of staff throughout the firm for employee benefit plan audits, and CPE events for employee benefit plan clients.
Ms. Brumfield has over 22 years of experience in accounting and financial audits for a variety of industries and employee benefit plans. She has extensive knowledge of accounting and technical reporting standards and has assisted clients with their annual audit and reporting requirements for both defined benefit and defined contribution plans. Her management
skills, coupled with her auditing and employee benefit plan experience, provides clients with superior service and knowledge. She has planned and managed numerous employee benefit plan audits, including defined contribution (savings, ESOP and 401(k)) plans (including plans requiring Form 11-K filings), defined benefit (traditional pension and cash
balance) plans, health and welfare plans with a section 401(h) arrangement, and master trust investment accounts. Ms. Brumfield has been with MJ for more than 12 years and with the MJ ERISA Assurance and Compliance Services Team for more than nine years.