Brad has been performing audits of employee benefit plans since 1999, having managed over 800 such audits for clients ranging from small privately held businesses to global public companies. He specializes in auditing 401(k), pension, employee stock ownership, and health and welfare plans. In addition, he has assisted in and supervised audits included in Form 11-K filings with the SEC.
Brad works closely with human resources and finance employees as well as third-party administrators, investment advisors and trustees in planning, performing, and completing audits. He is also actively involved in the training of Moss Adams staff on various employee benefit plan areas.
Brad also has experience in auditing private venture funds, foundations and not-for-profit organizations, and performing reviews of various closely held businesses.