Education

  • Bachelor of Science, Accounting, Minnesota State University, Mankato
  • Bachelor of Science, Finance, Winona State University

Overview

Becky is currently a director in the Minneapolis office’s Employee Benefit Plan Group. Her background includes audits of single, multiple employer and multi-employer employee benefit plans, including 401(k), 403(b), ESOP, profit sharing, money purchase pension plans, defined benefit and health and welfare plans. Becky has also consulted on various employee benefit plans regarding plan administration, operations, and compliance.

 

Becky has over 15 years of employee benefit plan audit experience. She has trained employees in benefit plan auditing and has participated in the Minnesota Society of Certified Public Accountants Financial Statement Review Task Force for employee benefit plans.  In addition, Becky has consulted with plans regarding compliance with the Employee Retirement Income Security Act of 1974 (ERISA).

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants