Travis Jack

Managing Member | Metz & Associates PLLC

Travis is the designated EBPAQC audit partner at Metz & Associates PLLC. Additionally, he coordinates firm business development activities and outreach initiatives. He is a member of the AICPA EBP Audit Quality Center Executive Committee and the AICPA EBP Conference Planning Committee. Additionally he is a credentialed member of the American Society of Pension Professionals & Actuaries, National Institute of Pension Administrators and Western Pension & Benefits Council.


Sessions

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

This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study.

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Overview of the step by step process of building a niche practice or service line focused on employee benefit plan attestation services.

Learning Objectives:

  • Identify tools 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