Photo of Theresa Coluccio
Theresa Coluccio
Director
CPA
theresa.coluccio@mossadams.com
(206) 302-6436
My Profile

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

Article
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.
Article
Article
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.
Article
Webcast
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.
Webcast

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