Wendy Schmitz
Assurance Quality Director, Employee Benefit Plans at BDO USA
- Role
- Assurance Quality Director, Employee Benefits Plan at BDO USA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Wendy Schmitz
I am a Director over the Carolinas Employee Benefit Plan (EBP) practice ( Raleigh, Charlotte and our new Greenville, SC office). With over 14 years of experience, I lead the Carolinas EBP practice with a hands-on approach coupled with a deep and focused knowledge of employee benefit plans, investments, processes and regulatory matters. Unlike many other accounting firms, employee benefit plan audits are a focus of BDO USA, LLP. While an audit may feel like a regulatory requirement, what makes our services different is my level of interaction and the training and focus of my team. Tired of wondering where the partner is on your current ebp audit? I am highly involved and on site during fieldwork. By being readily accessible, my team and I address issues early for a no surprise audit. No one likes to be generalized and swept into a large bucket. Employee benefit plans can be complex with sophisticated investments and unique benefit terms. Our clients are companies that want to be recognized for their Plan nuances and appreciate tailored services. We take the time to get to know you and your plans. Hate explaining the basics to your auditors? No need. Our highly trained staff perform EBP audits 50%+ of the year. Our clients hear the good, bad, and ugly from us. In the end, they feel they have stepped up their fiduciary game by protecting their employees\' retirement. We provide the level experience you desire. At BDO, we provide complete Executive and HR Services. From managing the tax implications of employees on the move and structuring effective compensation for sales professionals, ensuring regulatory compliance and optimizing the human capital infrastructure, to preventing and managing employee misconduct and navigating complexities of executive compensation and benefits, our clients face increasingly complex challenges in managing and optimizing their global workforce. BDO offers comprehensive services geared toward employers large and small.
Experience
Assurance Quality Director, Employee Benefits Plan
May 2023 — Present · Charlotte, NC, US
Education
University of North Carolina at Chapel Hill
BSBA, MAC, Accounting
1994 — 1999
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.