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Linda Lauer

Lead Managing Director

Phone: 901.685.5575
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Overview

Linda serves as the Co-Attest Practice Leader and leads the employee benefit plan (EBP) audit practice for the Memphis office. She also serves on the MHM National EBP Audit task force, which is responsible for developing audit methodology for the national EBP practice. Linda's previous experience includes more than 25 years with local and international accounting firms as well as employee benefit administration for Fortune 500 companies, including Manager of Retirement Administration for FedEx. Her responsibilities at FedEx included administration of seven retirement plans with over 200,000 participants.

Linda is a co-author of CCH's publication, Knowledge-Based Audits of Employee Benefit Plans, and she frequently conducts seminars and webinars on plan audits, plan administration issues, and fiduciary responsibilities.

MEDIA MENTIONS & BLOG POST(S):

Linda Lauer Appointed to MHM Board of Directors (blog)

"People on the Move" - Memphis Business Journal (news)

Memphis CBIZ Women's Advantage Board Members Take on Chicago (blog)


"Women on the Move" - Bizwomen (news)

Defining the Defined Benefit Plan Termination Process (blog)

5 Strategies to Consider Before Terminating Your Defined Benefit Plan (blog)

Understanding Your ERISA Fiduciary Responsibilities (webinar)

Education

  • Bachelor of Science, Accounting - University of Memphis

Professional Designations

  • Certified Public Accountant (CPA)
  • Certified Employee Benefit Specialist (CEBS)

Community Involvement

  • Board of Directors, Mayer Hoffman McCann P.C.
  • Board Member, Page Robbins Adult Day Care Center
  • Vice President, Finance Committee and Board Member, Leadership Memphis
  • Leadership Memphis, Class of 2014

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Tennessee Society of Certified Public Accountants (TSCPA)
  • Employee Benefits Plan Conference Committee, TSCPA
  • Executive Board Member, National CBIZ Women's Advantage
  • Board Member, Mayer Hoffman McCann P.C. (MHM)

Associated Offices

Memphis - CBIZ MHM - Memphis 5100 Poplar Avenue
30th Floor
MemphisTN  38137
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