Anne Morris

Principal | Windham Brannon, P.C.

Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with 18 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 a past board member of the National Women in Pensions and is on the advisory committee for the Atlanta chapter of Women in Pensions Network


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