Join us for our webcast, Employee Benefit Plans: Lessons and Strategies for Success. We’ll share valuable lessons learned from 2023 plan year audits, discuss total reward strategies to enhance the employee experience, and more. 

This interactive panel style discussion will equip you with the knowledge and tools to navigate the complexities of employee benefit plans effectively. Whether you're looking to improve your audit processes or adapt emerging trends, this webcast is designed for you.

Our professionals will also answer questions, address concerns, and expand on key topics, such as:

• Lessons learned from prior year plan audits and what’s on the horizon for benefit plans in 2024
• How to adapt to changing workforce expectations and evolving compliance requirements
• Tax compliance updates

Theresa Coluccio, CPA, Director, Moss Adams

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.

Brett Addis, Director, Moss Adams

Brett has worked in human capital management consulting and several disciplines of HR since 1997. Over the course of his career, Brett has worked across multiple industries leveraging his human capital experience to partner with global HR organizations through their process, technology, and people transformations. Brett guides clients through their business and HR digital transformations, improving customer experiences, operational efficiency, and team performance.

Rick Wagner, CPA, Director, Moss Adams

Rick brings over 30 years of expertise in employee benefits consulting, specializing in tax, audit, and business advisory services. His experience covers a range of areas, including employee stock ownership plans (ESOPs), equity-based plan design, deferred compensation, and pension plans for both for-profit and not-for-profit sectors. Rick serves as a technical expert for various professional firms and sits on the board of directors for a $750M ESOP-owned engineering company, where he chairs compensation and nominating committees.

Jennifer Blake, CPA, Senior Manager, Moss Adams

Jennifer leads the Employee Benefit Plans Practice in the Spokane office, and currently oversees over 50 plans, including audit of defined contribution, defined benefit, and ESOPs. She focuses on financial institutions and works with credit unions, de novo institutions, thrifts, banks, and larger SEC reporting institutions. She has been involved with IPOs, registration statements, mutual to stock conversions, M&A of both private and SEC reporting entities, and HUD audits.