Auditor Analysis: Retirement Plan Challenges and Best Practices

Presented on:
October 30, 2018 9:00 AM PT
1 hour

Retirement plans in private and public sectors often receive regulatory scrutiny. Join us for a webcast addressing benefit plan challenges and best practices auditors commonly witness in the field.

Hosted by principal thought leaders in employee benefit plans, this in-depth review will help plan fiduciaries and administrators more efficiently perform their roles and better avoid regulatory scrutiny. We’ll address pressing topics, such as:

  • Benefit plan trends, changes, and investments
  • Current audit hot buttons from the Department of Labor
  • Best practices for plan administration


Bertha Minnihan, National Practice Leader, Employee Benefit Plan Services, Moss Adams

Bertha has practiced public accounting since 1995 and has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, health, and welfare benefit plans. She has also worked with a number of 11-k clients. Her ERISA expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. Bertha provides various consulting services related to the ERISA industry nationwide and dedicates her time to staying on top of the Department of Labor requirements while they are still in the proposal and discussion stage.

Ryan Koch, Partner, Moss Adams

Ryan has been practicing public accounting since 2001, primarily serving employee benefit plans and private investment funds. He specializes in all aspects of employee benefit plan audits, including 401(k) plans, pension plans, health and welfare plans, and SEC Form 11-K filing requirements. Ryan has presented at regional and national conferences as an employee benefit plan audit authority advising plan sponsors, plan advisors, and other CPAs on topics such as audit compliance, fiduciary responsibility, and overall best practices.

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