Benefit Plan Assurance Services

As you consider your options for a plan auditor, consider the experience, commitment and value that Moss Adams can offer.

Greater Reliability in Assurance Services

Each year the rules and regulations governing benefit plan compliance grow increasingly complex. Accounting and reporting requirements, governmental regulations, and changes in plan administration foster the need for specialized services.

Our services are cost-effective and reflect a high degree of specialization, training and commitment to benefit plan compliance. We are a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center.

Moss Adams has created a progressive culture within our Benefit Plan Audit Services group that encourages continuing education. Our auditors annually attend internal seminars, conferences and classes, as well as others sponsored by the Department of Labor, American Institute of Certified Public Accountants, Western Pension and Benefits Conference and other professional organizations. Our commitment to training and education means that you always work with professionals who have thorough knowledge of current issues.

We provide you with meaningful results and important insights that add value to your plan.

Benefit Plan Services Contacts

Western Washington

Susan Mehlman

206-302-6500

David Schilling

206-302-6500

Dena Herbolich

206-302-6500

Eastern Washington

Carrie Kennedy

509-747-2600

Northern Oregon

Debby Deering

503-242-1447

Southern Oregon

Jason Lukaszewicz

541-773-2214

Northern California

JoAnne Loughlin

707-527-0800

Southern California

Catrina Blackwell

818-577-1900

Andy Warren

949-221-4000

Arizona

Mark McGaffin

480-444-3424

New Mexico

David Welde

505-830-6200