Bertha Minnihan
Partner
National Practice Leader, Employee Benefit Plan Services
CPA

Biography

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.

Bertha has been named by the Silicon Valley Business Journal as one of the Women of Influence in Silicon Valley and the San Francisco Business Times’ Most Influential Women in Bay Area Business. She currently serves on the AICPA’s Employee Benefit Plans Expert Panel, and has previously served on the AICPA Employee Benefit Plan Audit Quality Center’s Executive Committee, chaired the annual national AICPA Benefit Plan conference for several years, and served on the AICPA’s Technical Standards Subcommittee, which assists with the Department of Labor’s review of ERISA audits and auditors. She is frequently called upon to speak at local and national organization events dedicated to the Benefit Plan Audit specialty and her acumen is widely recognized by many of the third party administrators, trustees, and investment custodians utilized by companies in Silicon Valley and beyond.

Selected Publications

Selected Speaking Engagements

  • The Latest in Retirement Plan Alternatives
    American Institute of Certified Public Accountants National Not-for-Profit Industry Conference (June 2014)
  • Best Practices that Result in Highly Satisfied Audit and Tax Clients
    American Institute of Certified Public Accountants National Conference on Employee Benefit Plans (May 2014)
  • Changes in Third Party Providers
    American Institute of Certified Public Accountants National Conference on Employee Benefit Plans (May 2014)
  • Expand Your EBP Practice Beyond Auditing & Tax
    American Institute of Certified Public Accountants National Conference on Employee Benefit Plans (May 2014)
  • Prohibited Transactions
    American Institute of Certified Public Accountants National Conference on Employee Benefit Plans (May 2013)
  • Employee Benefit Plans Fraud
    American Institute of Certified Public Accountants National Conference on Employee Benefit Plans (May 2013)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California State Society of Certified Public Accountants
  • Member, Western Pension & Benefits Council, San Francisco Chapter