Areas of Expertise

  • Form 5500 Filing Compliance
  • VEBA Trust Form 990 Compliance
  • Compliance Reviews
  • Financial Accounting


Contact Anne
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6000 Fairview Road
Suite 1200
PMB 113706
Charlotte, NC 28210
Phone: 704.944.7515
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Anne Clark


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.


  • University of North Carolina, Chapel HIll, NC - BS, Business Administration

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.