Carmie L. Howell CPA
Manager, TIAA-CREF
Ms. Howell is an ERISA specialist with more than 20 years of experience. Her professional experience includes the Internal Revenue Service, third party administration, and ERISA consulting. She now leads TIAA-CREF’s audit support function and is instrumental in strategic planning for services related to plan governance and oversight.
Carmie holds a BA in Accounting and a MBA from the University of West Florida and is a Florida CPA.
Appearances
Identification207DateMay 15, 2013Service providers are key to a successful audit as well as compliance reporting for retirement plans. This session will show the diversity of the service provider industry…Speakers
Carmie L. Howell, CPAManager, TIAA-CREFHeidi L. LaMarca, CPAPresident/Managing Partner, Windham Brannon,P.C.Sr. Business Project Lead, Principal Financial GroupMichael F. Kraemer, CPAFidelity
Identification204DateMay 19, 2009ESpeakers
- Identification43DateMay 12, 2010D
Speakers
Carmie L. Howell, CPAManager, TIAA-CREFRobert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLCChief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA) 
Identification64DateMay 4, 2011Speakers
Carmie L. Howell, CPAManager, TIAA-CREFRobert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLC
Identification201DateMay 1, 2012Service providers are the key to successful compliance reporting for retirement plans and this session will show how diverse the service provider industry is…Speakers
Sr. Business Project Lead, Principal Financial GroupBeth L. Garner, CPANational Practice Leader, ERISA Audits, BDO USA, LLPCarmie L. Howell, CPAManager, TIAA-CREFMichael F. Kraemer, CPAFidelity
Identification213DateMay 2, 2012Hear a TPA's and consulting firm's perspective on the world of 403(b) plans, including their interactions with plan sponsors and auditors…Speakers
President and General Counsel, Actuarial Benefits & Design CompanyCarmie L. Howell, CPAManager, TIAA-CREF
Identification26DateMay 15, 2013This session will cover insurance products commonly invested in by plans. Learn about common features and contractual provisions, as well as associated valuation, reporting and disclosure matters…Speakers
Identification30DateMay 14, 2014As technology expands and changes occur each year, plan auditors need to understand: how the transaction cycle is authorized by the employer; the impact of a SOC1 report; understand the service provider’s audit package; and be able to identify best practices in working with TPAs/record keepers/inve…Speakers
Vice President, Qualified Project Management, The Newport GroupCarmie L. Howell, CPAManager, TIAA-CREFSr. Business Project Lead, Principal Financial GroupSusan J. Peirce, CPAPrincipal, Apple Growth Partners$49Standard Price
Identification39DateMay 14, 2014This session will focus on understanding the IRS rules applicable to IRC Section 403(b) plans, both annuity contracts and custodial accounts…Speakers
Carmie L. Howell, CPAManager, TIAA-CREFToby W. Ruda, CPASenior Director, Washington National Tax, Compensation & Benefits, RSM US LLP$49Standard Price
Identification30DateMay 14, 2014As technology expands and changes occur each year, plan auditors need to understand: how the transaction cycle is authorized by the employer; the impact of a SOC1 report; understand the service provider’s audit package; and be able to identify best practices in working with TPAs/record keepers/inve…Speakers
Vice President, Qualified Project Management, The Newport GroupCarmie L. Howell, CPAManager, TIAA-CREFSr. Business Project Lead, Principal Financial GroupMichael F. Kraemer, CPAFidelitySusan J. Peirce, CPAPrincipal, Apple Growth Partners
Identification39DateMay 14, 2014This session will focus on understanding the IRS rules applicable to IRC Section 403(b) plans, both annuity contracts and custodial accounts…Speakers
Carmie L. Howell, CPAManager, TIAA-CREFToby W. Ruda, CPASenior Director, Washington National Tax, Compensation & Benefits, RSM US LLP
Identification44DateMay 19, 2015As plan administration becomes more complex and virtual, plan auditors need to better understand how plan vendors are providing services to their clients. This will help us to perform higher quality and smoother audits…Speakers
Michael F. Kraemer, CPAFidelityCarmie L. Howell, CPAManager, TIAA-CREFSr. Business Project Lead, Principal Financial GroupPartner, Moss Adams
Identification44DateMay 19, 2015As plan administration becomes more complex and virtual, plan auditors need to better understand how plan vendors are providing services to their clients. This will help us to perform higher quality and smoother audits…Speakers
Carmie L. Howell, CPAManager, TIAA-CREFSr. Business Project Lead, Principal Financial GroupPartner, Moss AdamsMichael F. Kraemer, CPAFidelity
