Michele is the managing prinicpal of the Maryland office and a Principal in the Benefit Services Group. She specializes in providing assurance and consulting services to plan sponsors of various single and multiple employer benefit plans including 401(k), 403(b), 401(a), 11-k, profit sharing, money purchase pension, employee stock ownership, defined benefit, and health and welfare plans. Michele also has experience performing audits of large federal government plans. Finally, Michele has extensive experience performing full scope audits for plans with large investment portfolios with complex alternative investments.
Michele is also responsible for developing and implementing the Firm-wide employee benefit plan audit approach and the related trainings. Michele also serves as one of the Firm-wide audit quality reviewers for employee benefit assurance services and participates in internal inspection. Finally Michele is a member of the Firm-wide employee benefit plan marketing team.
Bachelors of science in accounting Villa Julie College (Currently Stevenson University)
In the community
Resources and events
Article 9/24/2015Challenges of Setting Up Basic 401(k) Plans for Small Businesses