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ERISA Accounting & Auditing

The mission of the ERISA Accounting & Auditing Committee is to encourage and support the unique needs of society members who perform various types of ERISA/DOL audits including 401K, 403B and Health & Welfare Plans. The committee hopes to provide CPE and educational opportunities specifically for ERISA audits, share information on best practices and specific audit procedures relating to ERISA audits to improve the overall quality of these types of audits, establish a support network of ERISA audit expertise that can be shared, provide a forum to discuss administrative matters relating to ERISA audits and to provide a forum for communication/liaison with IRS and DOL officials regarding matters relating to ERISA audit issues. 

The ERISA Accounting & Auditing Committee is chaired by Shawn Huxley, CPA, MSA of AAF CPAs and Jamie Tong-Chow, CPA of Tonneson + Co.. If you have questions regarding the committee please contact the Committee Liaison, Melissa Nystedt.


Join the Committee

By clicking the link above you will be redirected to the HUB online community where you can request to join the committee.

Join the Discussion

By clicking the link above you will be redirected to the HUB online community where you can view existing discussion topics, and post new discussions to the committee's thread. 


view all upcoming committee meetings

Leadership

  • Chairperson

    Shawn Huxley

    AAFCPAs - Westborough

  • Chairperson

    Jamie Tong-Chow

    Shareholder

    tonneson + co - Wakefield

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

Members

  • Michelle Amaral

    Leonard, Mulherin & Greene PC - Braintree

  • Keith Blankenship

    CRR, LLP - Wakefield

  • Thomas Britt

    Managing Partner

    Britt & Company CPA LLC - Dedham

  • Stephen Candelario

    Accountant

    Walter Shuffain - Boston

  • Elise Caputi

    Audit Partner

    KLR - Boston

  • Franklin Caraballo CPA

    Managing Director

    Caraballo CPA, Inc. - Andover

  • Anthony Caruso Jr.

    Stockholder

    Worthington, Hughes & Hoar PC - Woburn

  • Michael Clements

    Managing Director

    UHY Advisors, Inc. - Wayland

  • Glenn Creaven

    Stolberg Ebbeling & Blanchette LLP - Worcester

  • Manuel DaRosa

    Manuel DaRosa CPA - Taunton

  • Dawn Darnell

    Katz Nannis + Solomon, PC - Waltham

  • Jason Eddy

    Grant Thornton LLP - Boston

  • Barbara Faherty Gonsalves

    Partner

    QRGA, LLP - Norwood

  • Jocelyn Florentino

    Audit Manager

    KLR - Boston

  • Nicole Florian-Theriaque

    Wolf & Company, P.C. - Springfield

  • Jill Foley

    Massachusetts Society of CPAs - Boston

  • Lindsay Francoeur

    QRGA, LLP - Norwood

  • Derek Graves

    Principal

    Wolf & Company, P.C. - Boston

  • Cody Gut

    (Firm has no levels) I run and manage

  • Michelle Hatch

    Pozerski Hatch & Company, P.C. - Rockland

  • Richard Hirschen

    Manager

    Gray, Gray & Gray, LLP - Canton

  • Claire Hoey

    Massachusetts Society of CPAs - Boston

  • Luke Kalinoski

    Wolf & Company, P.C. - Boston

  • Nancy Kelly

    Kelly, Vitale, Raffol LLC - Boston

  • Nyree Khojian

    KLR - Waltham

  • Linda Kramer

    Director

    G.T. Reilly & Company - Milton

  • Nicholas LaPier

    President

    LaPier, Dillon & Associates, P.C. - West Springfield

  • Kelly Lee

    Senior Manager, Assurance

    EY - Boston

  • Joshua Levine

    Fashion Food LLC. Fashion Food LLC. - Dennis

  • John Madden

    Leonard, Mulherin & Greene PC - Braintree

  • Christie Marotta

    Jardim & Marotta LLC - New Bedford

  • Steven Mazur

    Managing Partner

    Novak Francella LLC - Bala Cynwyd

  • Linda McLean

    Partner

    PKF O’Connor Davies - Woburn

  • Wendy McSheffrey

    Edelstein & Company LLP - Boston

  • Lee Meskevich

    Wolf & Company, P.C. - Springfield

  • Jeanne Mickel

    Partner

    Manzi & Associates, LLC - North Andover

  • Katelynn Mrozowski

    Audit Associate

    Edelstein & Company LLP - Boston

  • John Muhlen

    MedStar Health - Columbia

  • Donna Neely

    QRGA, LLP - Norwood

  • Tina Novo

    Audit Manager

    Sullivan Bille PC - Andover

  • Kevin Petrosino

    Partner

    CBIZ & MHM - Boston

  • Thomas Quin

    Principal

    QRGA, LLP - Norwood

  • Alicia Raspa

    Assistant Director, Charter School FS

    Pearson - Concord

  • Rachel Retos

    Johnson O'Connor - Wakefield

  • Genie-Rae Richard

    Audit Manager

    O'Connor Maloney & Company, P.C. - Worcester

  • Anthony Rozevicius

    Accounting and Auditing Partner

    O'Connor Maloney & Company, P.C. - Worcester

  • Allison Saltzman

    Accounting Manager

    WAVE Life Sciences Ltd - Cambridge

  • Maryellen Scarselli

    Manager

    CohnReznick - Boston

  • Paul Selfinger

    Senior Manager

    Novak Francella LLC - Bala Cynwyd

  • Adam Shaker

    Accounting and Auditing

    LGA, LLP - Woburn

  • Edward Suleski Jr.
  • James Sullivan

    Britt & Company CPA LLC - Dedham

  • Robert VanSchalkwyk

    Audit Manager

    E.J. Callahan & Associates, LLC - Wakefield

  • Davide Villani

    Partner, Employee Benefit Plans

    AAFCPAs - Westborough

  • Michele Weldon
  • Renato Zeppi

    Partner - Audit & Accounting Services

    Anstiss & Co PC - Chelmsford

Questions? Contact Maggie Grasso at mgrasso@masscpas.org