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Employee Benefit Plan Health Check

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Performing a regular and independent assessment or “health check” of your retirement plan can ensure your organization’s plan remains properly designed for your employee population and delivering the best possible benefit with the least amount of risk & cost. Davide Villani, leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice, outlines typical improvements recommended by AAFCPAs following a plan assessment, and shares some common plan modifications that may encourage employees to maximize their retirement benefits and proactively save for a timely retirement.

These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch the Full Video of this 16:12 Session

 

 

About the Author

Davide Villani CPA
Davide has been serving AAF clients since 2002, providing assurance and tax solutions for sophisticated, privately-held companies, including: manufacturing, distribution, green tech & clean tech. He has extensive experience leading high-energy teams to provide efficiency and deliver an overall positive, and non-intrusive audit experience. Davide provides detailed reports about audit findings and communicates business-critical information to management, which adds meaning to the audit process and positively impacts decision making. Davide is a leader of AAF’s Employee Benefit Plan Audit practice and specializes in ERISA audits, including: 401K, 403B, Defined Benefit, and Health & Welfare Plans.