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. She also assists clients with filing Affordable Care Act reporting (ACA Forms 1094 and 1095 B and C series) as well as responding to penalty notices.
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).
- Bachelor of Science, Accounting, Minnesota State University, Mankato
- Bachelor of Science, Finance, Winona State University
In the community
- Minnesota Society of Certified Public Accountants
- American Institute of Certified Public Accountants
Resources and events
Article 2/17/2017What Mergers and Acquisitions Mean for Employee Benefit Plans