Education

Bachelor of Science in accounting from Towson University

Overview

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 engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants, Member