Daniel G. Fox CPA

Throughout his career, Dan has worked extensively on employee benefit plan audits and 5500 reviews. He is responsible for more than 50 employee benefit plan audits including defined benefit plans, defined contribution plans, health and welfare plans and employee stock ownership plans. Dan’s responsibilities include quality control, risk assessment, internal control evaluation, developing audit procedures, engagement management, supervision, client communication and engagement review. Dan has extensive technical knowledge of GAAP, GAAS, Department of Labor Regulations and ERISA requirements. Dan teaches continuing education courses on auditing employee benefit plans and receives more than 30 hours annually of employee benefit plan continuing education. Dan has also been a frequent speaker on fiduciary issues, 403(b) plans and plan audit readiness. . Education •Bachelor of Science in Accounting– University of Maryland Professional Affiliations •American Institute of Certified Public Accountants •AICPA Employee Benefit Plan Expert Panel •Maryland Association of Certified Public Accountants •APM, American Society of Pension Professionals & Actuaries