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February 10, 2016

The Memphis office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Linda Lauer serves as Lead Managing Director and Co-Attest Practice Leader and leads the employee benefit plan (EBP) audit practice in Memphis.  With more than 25 years of experience in accounting and employee benefit administration, Linda has become a well-known source of EBP knowledge in the Memphis area.

Not only does this series allow you to get to know Linda on a more personal level, but Linda also answers important questions like “What should you ask your benefit plan auditor?”  The conversation continues with Linda discussing the uniqueness of EBP audits, common issues found during EBP audits, and how companies should comply with ERISA.

More resources featured on Linda’s Conversation page include previously featured articles, an EBP audit whitepaper, and information on the audit quality study that was just released by the Department of Labor.

Read the full conversation by clicking here.




January 20, 2016
Linda Lauer, Co-Attest Practice Leader and Lead Managing Director for the Memphis Office, was recently featured in a Q & A article with the Memphis Business Journal.  In the article, Linda provides valuable insight in regards to the recent employee benefit audit study performed by the Department of Labor (DOL).

Linda covers what companies should expect with these new findings, how employee benefit plan audits differ than typical financial audits, and what could happen if your firm is not in compliance.

"While it seems simple, the number-one thing companies should look for in their CPA firm is the experience the auditor has specifically with benefit plans,” Lauer stated. “The DOL study clearly substantiates that the more plans a firm audits, the fewer deficiencies are found.”

For questions regarding the study and/or the impact on your company, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.  To view the full Q & A with Linda, click the button below.





December 3, 2015
Linda Lauer, Co-Attest Practice Leader and Lead Managing Director for the Memphis Office, published an article, Audit Quality Study Signals Changes Ahead for Employee Benefit Plans, in the November 2015 issue of HR Professionals Magazine.  In the article, Linda provides valuable insight in regards to the recent employee benefit audit study performed by the Department of Labor (DOL).

"Nearly 4 in 10 employee benefit audits in the 2011 plan filing year failed to meet regulatory standards,” Linda shared. Her article touches on the study’s findings, including areas of noncompliance, deficiency rates, a response from the regulators, and implications for plan sponsors.

“The 2014 Study has ramifications for everyone involved with benefit plan financial statements...Staying on top of these changes will be critical for future benefit plan compliance,” Linda concludes.

For questions regarding the study and/or the impact on your company, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.  To view the full HR Professionals Magazine article, click the button below.




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