Jesse will perform the entire plan audit, leveraging the following qualifications and experience:
Nearly 15 years of experience in performing audits of retirement plans, having performed or managed nearly 1,000 retirement plan audits throughout career
Experienced with nearly 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 System Review was completed in February 2023, receiving the highest peer review rating ("pass")
Thorough quality control procedures --- notably, all audit files require review and approval by another qualified CPA prior to issuance
Mission
Simply provide exceptional retirement plan audit services