Moss Adams - Theresa Coluccio

Industry Expertise

Cross Industry

Practice Focus

Employee Benefit Plans

Biography

Theresa has practiced public accounting since 1996. She has extensive experience working on a variety of benefit plan audits. Her expertise includes defined contribution, defined benefit, and health and welfare plans.

Theresa audits over 50 employee benefit plans annually, including 11-K filings. She oversees firmwide benefit plan education and is the Seattle office Employee Benefit Plan Practice leader.

Selected Speaking Engagements

Benefits Compliance Round Up Panel
(USI Panel, January 2024)
What’s New for Benefit Plan Audits
(WP&BC Seattle Spring Seminar, April 2022)
2021 Outlook: Considerations for Employee Benefit Plans
(Moss Adams Webcast, December 2020)
Preparing Employee Benefit Plans for 2020
(Moss Adams Webcast, November 2019)

Professional Affiliations

Member, American Institute of Certified Public Accountants
Member, Washington Society of Certified Public Accountants
President, Western Pension & Benefits Council

Education

BA, business administration: accounting, University of Washington

Insights from Theresa Coluccio

Plan Sponsors: Leverage Recordkeeper and Payroll Provider SOC Reports

Learn why reviewing recordkeeper and payroll providers’ SOC reports can benefit your organization and mitigate risks.

Mitigate Risk with Clear Policy on Use of Forfeitures in 401(k) Plan Provisions

Crafting a clear written policy around 401(k) forfeiture can mitigate legal risk and potentially enhance plan effectiveness.

Employee Benefit Plans: Lessons and Strategies for Success

Explore lessons learned from 2023 plan year audits, total reward strategies to enhance the employee experience, and more.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.