Bill retired as the partner-in-charge of HCVT’s Employee Benefit Plan Audit practice in January 2019. For over 20 years, HCVT has provided employee benefit plan audit and advisory services. Our practice includes three partners fully dedicated to this practice, and we audit over 300 plans annually. The firm is a long-time member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC). Based on the most recent Department of Labor (DOL) auditor quality review study and based on the number of plans audited, HCVT is among the firms with the highest rate of complying audits. We attribute these results to the fact that our senior team dedicates 100% of their time auditing employee benefit plans, our highly tailored and efficient audit approach, and our audit methodology. The plan size of our clients range from as few as 100 participants to plans with over 30,000 participants with assets ranging from a minimal amount to over $1 billion in assets. Our services are comprehensive and include:

  • Employee benefit plan audits
    • 401 (k) plans
    • 403 (b) plans
    • Defined benefit plans
    • Profit sharing plans
  • Tax compliance consulting
  • Transaction consulting
  • ERISA compliance and consulting

Bill retired after a 30-year career in public accounting. Bill began his career at KPMG. Bill joined HCVT in 1997, and established and led the firm’s Employee Benefit Plan Audit practice. Bill is considered an industry thought leader and has been a guest speaker addressing benefit plan auditing issues at various industry organizations, including the CPA Foundation, California Society of Certified Public Accountants, National Institute of Pension Administrators (NIPA), and the American Society of Pension Professionals and Actuaries. Bill graduated with honors from California State University, Northridge with a bachelor’s degree in accounting and finance. Bill served on the board of directors of the Los Angeles Chapter of NIPA as its president. Bill has a pilot’s license and participates in aerobatic competition events. 

Professional Experience

HCVT
KPMG 
California Landscape Companies
Insurance Auto Auctions

Professional and Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
National Institute of Pension Administrators, Los Angeles Chapter

Credentials and Certifications

CPA, California

Education

BS, Accounting and Finance, California State University, Northridge, with honors

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