Bachelor of Science in accounting from Towson University
Rachel is a manager with CLA and is solely dedicated to CLA's Benefit Services Group. With more than 9 years' experience, she has extensive experience dedicated to providing assurance and consulting services to plan sponsors of various single and multiple employer benefit plans.
- Significant experience performing full-scope audits for plans with complex investment holdings and transactions, including alternative investments and securities lending
- Familiarity working with plans that perform their own recordkeeping
- Experience managing and performing audits of multiple-employer plans and large federal government plan
- Significant experience performing limited-scope audits who utilize single and multiple recordkeepers
- Knowledge of internal controls, plan compliance with ERISA, DOL and IRS regulations and fiduciary responsibilities.
Upcoming speaking engagementsView More
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In the community
American Institute of Certified Public Accountants, Member