Anne Morris

Principal | Windham Brannon, P.C.

Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with 17 years of experience, primarily serving employee benefit plans and non-profit organizations. She has experience with 401(k) plans, 403(b) plans, pension plans, and SEC Form 11-K filing requirements. Anne is a member of the Georgia Society of CPA’s and has served as the chairperson of the Georgia Society of CPA’s Employee Benefit Plan Conference. She is also a board member of the National Women in Pensions, Inc.


Sessions

This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track More

This session will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and More

There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions, or topics that More