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ERISA Accounting & Auditing

The mission of NECPAs' ERISA Accounting & Auditing Community is to support the unique needs of Society members who conduct ERISA/DOL audits, including 401(k), 403(b) and Health & Welfare Plans. The community aims to provide CPE and educational opportunities tailored to ERISA audits, share best practices and audit procedures to enhance quality and establish a network for sharing ERISA audit expertise. It also serves as a forum for discussing administrative issues and offers a platform for communication with IRS and DOL officials on ERISA audit matters.

The ERISA Accounting & Auditing Community is chaired by Shawn Huxley, CPA, MSA, of AAFCPAs, and Jamie Tong-Chow, CPA, of Plante Moran. If you have questions regarding the community please contact the Staff Liaison, Melissa Nystedt.

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Leadership

  • Chairperson

    Shawn P. Huxley, CPA

    AAFCPAs - Westborough

  • Chairperson

    Jamie Tong-Chow, CPA

    Assurance Partner

    Plante Moran - Wakefield

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

Members

  • Ibrahim Aly, CPA

    Partner

    Nash CPAs and Advisors - Norwood

  • Michelle J. Amaral, CPA, CFE

    Partner

    Leonard, Mulherin & Greene PC - Braintree

  • Saul Berelowitz, CPA

    Quality Control

    DunlapSLK - Chalfont

  • Keith D. Blankenship, CPA

    CRR Advisors - Wakefield

  • Thomas P. Britt, CPA

    Managing Partner

    Britt & Company CPA LLC - Dedham

  • Stephen D. Candelario, CPA, MST

    Partner

    Walter Shuffain - Boston

  • Elise R. Caputi, CPA

    Audit Partner

    KLR - Boston

  • Franklin Caraballo, CPA

    Managing Director

    Caraballo CPA, Inc. - Andover

  • Anthony F. Caruso Jr., CPA, MSA

    Stockholder

    Worthington, Hughes & Hoar PC - Woburn

  • Michael A. Clements, CPA, CVA, MST

    Managing Director

    UHY Advisors, Inc. - Wayland

  • Glenn M. Creaven, CPA

    Stolberg & Blanchette, LLP - Worcester

  • Dawn M. Darnell, CPA

    Assurance

    Grassi Advisory Group, Inc. - Needham

  • Manuel DaRosa, CPA

    Manuel DaRosa CPA - Taunton

  • Jason S. Eddy, CPA

    Audit

    Grant Thornton LLP - Boston

  • Jill E. Foley

    Massachusetts Society of CPAs - Boston

  • Lindsay Francoeur, CPA

    QRGA, LLP - Norwood

  • Derek M. Graves, CPA

    Principal

    Wolf & Company, P.C. - Boston

  • Patrick J. Griffin, CPA

    Partner

    Caron & Bletzer PLLC - Kingston

  • Michelle Y. Hatch, CPA

    Owner

    Pozerski Hatch & Company, P.C. - Rockland

  • Richard A. Hirschen, CPA, CGMA

    Manager

    Gray, Gray & Gray, LLP - Canton

  • Claire Hoey

    Massachusetts Society of CPAs - Boston

  • Leonora A. Ivers, MSA

    Audit Accountant

    CRR Advisors - Wakefield

  • Luke W. Kalinoski, CPA

    Wolf & Company, P.C. - Boston

  • Linda J. Kramer, CPA, MBA

    Director

    G.T. Reilly & Company - Milton

  • Nicholas LaPier, CPA

    President

    LaPier, Dillon & Associates, P.C. - West Springfield

  • Kelly A. Lee, CPA

    Senior Manager, Assurance

    EY - Boston

  • Amanda Machado, CPA

    Senior Manager

    PKF JND, P.C. - Quincy

  • John G. Madden, CPA, JD

    Leonard, Mulherin & Greene PC - Braintree

  • Christie L. Marotta, CPA

    Jardim & Marotta LLC - New Bedford

  • Colin Martin

    Senior Associate, Audit & Assurance

    LGA, LLP - Chestnut Hill

  • Steven J. Mazur, CPA

    Managing Partner

    Novak Francella LLC - Bala Cynwyd

  • Linda M. McLean, CPA

    Partner

    PKF O’Connor Davies - Woburn

  • Wendy McSheffrey, CPA

    EisnerAmper LLP - Boston

  • Lee F. Meskevich

    Wolf & Company, P.C. - Springfield

  • Jeanne M. Mickel, CPA

    Partner

    Manzi & Associates, LLC - North Andover

  • Matthew Morico

    LGA, LLP - Woburn

  • Donna J. Neely, CPA

    QRGA, LLP - Norwood

  • Emily E. Nolan, MSA

    Plante Moran - Wakefield

  • Tina E. Novo

    Accounting/Tax Manager

    Cain Bourret Jarry & Cressman LLC - Dracut

  • Kevin Petrosino, CPA

    Partner

    CBIZ - Boston

  • Thomas G. Quin, CPA

    Principal

    QRGA, LLP - Norwood

  • Kimberly A. Reed, CPA

    Withum - Braintree

  • Rachel L. Retos, CPA

    Johnson O'Connor - Wakefield

  • Genie-Rae C. Richard, CPA

    Audit Manager

    O'Connor Maloney & Company, P.C. - Worcester

  • McKenzie Roane Obdens, MSA, CPA

    Managing Director - EBP Audits

    Baker Tilly - Tewksbury

  • Anthony D. Rozevicius, CPA

    Tax Practitioner

    Anthony D. Rozevicius, CPA - Worcester

  • Maryellen Scarselli, CPA

    Senior Manager

    CohnReznick - Boston

  • Paul Selfinger, CPA

    Senior Manager

    Novak Francella LLC - Bala Cynwyd

  • Adam Shaker, CPA

    Auditing

    LGA, LLP - Woburn

  • Katelynn Sheehan, CPA

    Audit Manager

    EisnerAmper LLP - Boston

  • James Sullivan, CPA

    Britt & Company CPA LLC - Dedham

  • Shannon Sullivan, CPA

    Audit Manager

    Lee and Crowley - South Boston

  • Molly Tansey

    Audit

    Plante Moran - Wakefield

  • Robert E. Van Schalkwyk, CPA

    Senior Audit Manager

    E.J. Callahan & Associates, LLC - Wakefield

  • Davide Villani, CPA, CGMA

    Partner, Employee Benefit Plans

    AAFCPAs - Westborough

  • Gregory F. Yee

    Fund Admin

    SS&C Inc - Boston

  • Renato A. Zeppi, CPA, CFE

    Partner

    Grassi Advisory Group, Inc. - Chelmsford

Questions? Contact Melissa Nystedt at MNystedt@necpas.org