This session will provide a basic overview of ERISA, highlighting certain key elements for plan auditors, and introduce the plan document provisions of the defined contribution case study, which More
Brad has performed audits of employee benefit plans since 1999, having managed over 1,000 such audits for clients ranging from small privately held businesses to global public companies. He specializes in auditing 401(k), defined benefit pension plans, 403b, and health and welfare plans. In addition, he has assisted in and supervised audits included in Form 11-K filings with the SEC.
Brad works closely with human resources and finance employees as well as third-party administrators, investment advisors, and trustees in planning, performing, and completing audits. He’s also actively involved in the training of Moss Adams staff on various employee benefit plan areas.