Industry Expertise
Biography
Bertha oversees audit quality, staffing and engagement management, and client services. She has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, and health and welfare benefit plans. She has also worked with several SEC 11-K clients. Bertha has also served on the firm's Executive Committee as a board member.
Bertha's Employee Retirement Income Security Act of 1974 (ERISA) expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. She provides various consulting services related to the ERISA industry and is knowledgeable on Department of Labor (DOL) requirements while they’re still in the proposal and discussion stage. In past roles, Bertha has served as a leader in the firm’s Assurance Practice and Employee Benefit Plans Services group.
Selected Speaking Engagements
- Foundations and Intricacies of Compensation
(AICPA National Conference on Employee Benefit Plans, May 2024) - Anatomy of Plan Costs: What They Mean and How to Value Them
(AICPA National Conference on Employee Benefit Plans, May 2023) - 403(b) Plans Basic to Intermediate
(AICPA National Conference on Employee Benefit Plans, May 2023) - Internal Control: Putting the Puzzle Pieces Together, American Institute of Certified Public Accountants
(National Conference on Employee Benefit Plans, May 2021) - Overview of Health & Welfare Plans, American Institute of Certified Public Accountants
(National Conference on Employee Benefit Plans, May 2021) - Learn to Hedge Your Bet Against the Challenges of Auditing in an Electronic Environment, American Institute of Certified Public Accountants
(National Conference on Employee Benefit Plans, May 2018) - A&A for Plan Mergers and Terminations: What You Need to Know to Get Out of the Game, American Institute of Certified Public Accountants
(National Conference on Employee Benefit Plans, May 2018) - Best Practices in EBP Audits
(American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, California Society of Certified Public Accountants
Education
- BS, accounting, Marist College, New York