EBPAQC 401(k) Basics: Part 4 – Notes to Financial Statements and Current Topics

Travis P. Jack is the Managing Member of Metz & Associates, PLLC. As the managing member primary responsibilities include key aspects of practice management, oversight of staff training & development programs, and the acting lead partner for the firm’s attest practice. He also provides the technical review of all audit engagements and coordinates firm business development activities and outreach initiatives. The attest practice at Metz & Associates PLLC consists primarily of compliance based audits, with a concentration in ERISA retirement plan, mortgage lender and nonprofit clients. The firm is both an AICPA Employee Benefit Plan Audit Quality Center and Governmental Audit Quality Center member. Travis serves on the AICPA Employee Benefit Plan Conference Planning Committee. As a member of the AICPA Employee Benefit Plan Conference Planning Committee he has had the honor of helping plan and present at the 2016 Conference in Las Vegas and the upcoming 2017 Conference in Nashville. Travis was also recently appointed to the AICPA Employee Benefit Plan Audit Quality Center executive committee. With the significant concentration of employee benefit audits and the complex and often changing regulatory environment surrounding them, education in this area has been a key career focus. Education initiatives include active membership in the American Society of Pension Professionals & Actuaries and the firm designated engagement partner for AICPA’s Employee Benefit Plan Audit Quality Center membership. The firm also maintains membership with the National Institute of Pension Administrators and Western Pension & Benefits Council. Additionally Travis receives updates on employee benefit plan regulatory trends from ASPPA, NIPA, IRS and EBPAQC. He has presented on a variety of qualified plan topics primarily as they relate to employee benefit plan attestation services.