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Episode Guest:

John Russon, CPA

ERISA Plan Auditor, Founding Partner

Pension Assurance

Additonal Helpful Information

DOL Study of Retirement Plan Auditors 

Sample ERISA Auditor RFP

401(k) Audits: Truth vs. Myth

Guest: John Russon

 

The main focus of our conversation is determining if some common employer beliefs about retirement plan audits are truth or myth.John pulls from his experience to offer some tips to employers who are preparing for their first audit and best practices for some grizzled veterans to help their audit run smoothly.

 

 

Guest Bio

 

John Russon, CPA, started his career at Arthur Andersen after finishing his accounting degree at California State University, Northridge. As a young professional with a growing family, John moved to a local firm where he began developing specialized expertise in auditing retirement plans. John started his own practice in 2005 and building on a handful of clients merged his practice with a local CPA firm in 2006. Starting Pension Assurance LLP in 2014, John has positioned himself over the years as a leader in the employee benefit plan audit industry.

 

John is a visionary who is always looking around the next corner. He is constantly working to realize those visions, striving to develop the team in order to provide the highest level of service and expertise to clients. At work, he derives the greatest satisfaction from the relationships he has with his colleagues, both as a partner and advisor to clients and a mentor to team members. He lives in Agoura Hills with his wife and four children. He loves the ocean and can often be found on early mornings or late nights surfing or diving for lobsters.

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