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 has previously served on the AICPA’s Employee Benefit Plans Expert Panel and the Executive Committee of their Employee Benefit Plan Audit Quality Center. She also chaired the AICPA’s annual Benefit Plan national 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

  • "Render Retirement Plan Audits Painless" (Society for Human Resource Management, April 2013)
  • "Retirement Plan Audits—What You need To Know" (Benefits Briefing 1100 KFNX Radio Arizona, November 2012)

Selected Speaking Engagements

  • Best Practices in EBP Audits
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • What Is Compensation and How Do You Audit?
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • Mergers, Spin-Offs, and Termination
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • What You Need to Know for Form 11k Filings
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)
  • Best Practices When Working with Service Providers
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)

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

Education

  • BS, accounting, Marist College