Jamie Polak


Jamie is a Director in the New Jersey office and part of the the Employee Benefit Services Group with over 11 years of public accounting experience as a CPA.  She is industry-specialized in providing assurance and consulting services to plan sponsors of various benefit plans, mainly of 401(k), 403(b), and defined benefit plans.  She has extensive experience performing both ERISA Section 103(a)(3)(C) and ERISA non-Section 103(a)(3)(C) plans.

Jamie recognizes the unique challenges and opportunities facing the leaders of large corporations and owners of closely-held family businesses. As a result, she works with clients to tailor the firm’s services to address their company’s needs and priorities.

Jamie strives for the highest quality and therefore has experience as a quality control reviewer and led the office's internal inspections. In addition, she is focused on staff development by implementing in-house trainings, as well as developed a leadership program for driven indiviudals looking to advance their careers to a higher level. Other skills include project management and audit efficiency to ensure quality engagements are done timely to meet her clients' needs.


Rutgers University - School of Business

  • Bachelor of Science - Accounting 2012; Concentration in Management Science and Information Systems
  • Master of Accountancy - 2013

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