Max Anderson
Employee Benefit Plan Audits - Partner
- Role
- Partner at Caron Bletzer, Pllc
- Location
- Kingston, NH, US
- LinkedIn followers
- 500 followers
About Max Anderson
CPA with over 20 years of experience running Employee Benefit Plan audits.Specialties- 401(k) plans- 401(a) plans- 403(b) plans- Defined benefit pension plans- Multiple year engagements
Experience
Partner
May 2007 — Present
Year round dedicated employee benefit plan auditor- Responsible for managing or reviewing over 250 employee benefit plan audits annually- Involved in all phases of benefit plan auditing from planning procedures to issuance of financial statements- Review and summation of plan documents and procedures- Committee presentations and audit reporting
Education
Merrimack High School
High School
1999 — 2003
UNH Peter T. Paul College of Business and Economics
Bachelors, Business Administration
2003 — 2007
UNH Peter T. Paul College of Business and Economics
Masters, Accounting
2007 — 2008
Skills
- Employee Benefits
- Excel
- Access
- Word
- Erisa
- Auditing
- 401k
- Analysis
- Internal Controls
- Employee Benefit Plan Audits
- Spreadsheet Design
- Cpa
- Adobe Acrobat
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