Jesse will perform the entire plan audit, leveraging the following qualifications and experience:
Nearly 20 years of experience in performing audits of retirement plans, having performed or managed nearly 1,000 retirement plan audits over career
Familiar with all third-party retirement provider systems
Developed a unique, simplified, and efficient remote audit solution (on-site work is optional upon request)
Certified Public Accountant (CPA)
Member of the American Institute of Certified Public Accountants (AICPA)
Member of the Michigan Association of Certified Public Accountants (MICPA)
Member of the AICPA's Employee Benefit Plan Audit Quality Center (EBPAQC)
Enrolled in the AICPA Peer Review Program - the most recent external "System Review" was completed in 2026 (received the highest peer review rating - "pass")
Thorough quality management procedures --- notably, all audit files require review and approval by an external qualified CPA prior to issuance
Mission
Simply provide exceptional retirement plan audit services