Transfers, Mergers, and Terminations, Oh My!

Kristen is a Senior Manager in the audit and advisory department of LBMC, PC.

She has diversified experience with a variety of industries serving private companies in healthcare, manufacturing, construction, services, and non-profits.

Kristen provides a wide range of services for clients. A majority of her time is spent working on audits of financial statements and retirement plans. She has extensive experience working with small to mid-size companies that require additional assistance with accounting and reporting matters.

Janet is a Managing Director in the LBMC Audit and Advisory practice. She audits and helps clients address employee benefit and ERISA matters related to 401(k) plans, 403(b) plans, and defined benefit pension plans. Her experience includes both ERISA Section 103(a)(3)(C) audits and non-ERISA Section 103(a)(3)(C) audits for benefit plans of public companies, privately-held companies, and schools. In addition to the accounting and audit aspects of qualified employee benefit plans, Janet is well versed in operational compliance violations in regard to the IRS and Department of Labor regulations. Janet keeps current on the latest literature applicable to the requirements of ERISA, IRS and Department of Labor related to qualified employee benefit plans in order to develop training and perform pre-issuance and quality control reviews of employee benefit plans for LBMC.