Areas of Expertise
Anne has more than 30 years of experience in financial accounting and was controller at a regional pharmaceutical company prior to joining the firm in 2000. She specializes in the preparation and review of Forms 5500 for our clients with the larger Defined Contribution, Defined Benefit, and VEBA-funded welfare benefit plans. In addition, she oversees the preparation and review of the IRS Forms 990 for VEBA Trusts. Anne works closely with the practice in interpreting new Department of Labor and IRS reporting regulations and in training staff. Within the retirement consulting practice, she has been involved in various retirement plan compliance reviews.
What's Your Passion?
Traveling is my passion; I want to go anywhere I've never been! I'm also an avid birdwatcher and friend to the environment.