Using the EBPAQC SOC 1 Tool

Responsible for more than 100 employee benefit plan audits each year Serves as DHG’s Quality Control Director for all employee benefit plan audits Served as Firm liaison with the PCAOB and DOL in the Firm’s past two inspections of the Firm’s employee benefit practice, and led the Firm’s training in this area Committee Member of AICPA’s Employee Benefit Plan Audit Quality Center Executive Committee Experience in delivering assurance services for manufacturing, distribution and service companies Assists clients in implementing complex accounting standards in areas such as share based compensation and business combinations Well versed in disclosure requirements of public companies and has experience working with portfolio companies of private equity firms

Sue Peirce is a principal and leads our employee benefits specialty services team. She provides consulting services to business owners and professionals on tax and accounting strategies, with a special emphasis on benefit plan services. Sue works with differing aspects of employee benefit plans ranging from design to audits of plans. Her expertise includes a focus on qualified retirement plans and related design, compliance, non-discrimination testing, distribution and reporting issues. Sue speaks at various seminars and training sessions on these topics. Sue consults with corporate clients on various issues regarding employee pension and benefit plan design and termination, including compliance with Internal Revenue Code. She advises clients with respect to establishment, amendment and administration of welfare benefit plans, and ERISA fiduciary issues. Sue also advises corporate clients on employee benefit aspects of asset purchase and stock purchase transactions as well as fiduciary responsibilities. She has extensive experience with employee plan audits and SAS 70 Reports of Third Party Administrators. Contact Sue at speirce@applegrowth.com.

Lara has more than 20 years of experience. She is responsible for helping to provide training, materials, technical support and updates to all BDO offices that perform audits of employee beneifit plans. In addition, Lara is a part of the National and Regional SOC practices at BDO performing SOC Report evaluations for engagement teams, developing templates and preparing SOC reports for a variety of clients as well as co-leading the Chicago office SOC practice. Previously, Lara managed the BDO Atlanta and San Francisco offices’ employee benefit plan audit and Form 5500 preparation practices and was an original co-author of the BDO Seidman, LLP Employee Benefit Plan Audit Manual, which was published by Aspen Publishers as “The Miller Guide to Auditing Defined Contribution Plans” from 2003-2006.