John is a Partner in the New York City Office of KPMG LLP. John is a member of the firm’s Employee Benefits Assurance Practice leadership team and serves as engagement partner to employee benefit plan and financial services clients.
Relevant Experience: John has extensive experience performing employee benefit plan audits and performing other ERISA related assurance services. John began his career in KPMG’s financial services practice were he was responsible for financial statement audits of banks and broker/dealers, including performing SAS 70 examinations (reports on internal control) for major custodians and 401(k) plan record keepers. In addition John was responsible for performing the audits of common and collective trusts and hedge funds. Since joining KPMG’s EBA Practice, John has helped develop audit tools, trained staff and assisted clients by performing internal control reviews, account reconstructions and compliance examination procedures for a number of Fortune 500 companies.
John’s clients include a broad spectrum of employee benefit plan sponsors including single employer, multi-employer, Taft-Hartley and church plans. He has wide experience dealing with 401(k), pension plans including those with cash balance and 401(h) features, health & welfare as well as ESOP plan audits.