Pete  joined the firm in 2021 with more than 5 years of retirement plan experience with a national CPA firm. This includes auditing qualified retirement plans, annual recordkeeping for defined contribution plans, and technical consulting related to defined contribution plans.

Pete is involved at the manager level. Areas of service include:

• Audits of qualified retirement plans including defined benefit plans, 403(b) plans, 401(k) profit sharing plans, health and welfare plans, and qualified plans required to file with the SEC
• Preparation and review of Form 5500 for retirement and welfare benefit plans
• Researching technical issues related to qualified retirement plans
• Perform anti-discrimination tests for defined contribution plans
• Perform allocations of defined contribution plans