Karen Soefje is a partner with Baker Tilly’s benefit plan audit practice. Her plan audit experience includes Department of Labor (DOL) disclaimer and full-scope audits of defined contribution plans, defined benefit plans, health and welfare plans, cash balance plans, and employee stock ownership plans. Karen has experience with complex plan investments and significant plan transactions. In addition, Karen has assisted numerous clients in plan document compliance reviews, Internal Revenue Service (IRS)/DOL correction methodologies and implementation procedures, as well as power of attorney representation in IRS and DOL examinations. She serves the American Institute of Certified Public Accountants (AICPA) as an Oversight Reviewer to peer reviews over employee benefit plan audits.   

Prior to joining the firm, Karen spent seven years at one of the world’s largest international accounting and advisory firms. She was responsible for the firm’s North Texas and Oklahoma employee benefit plan audit practice. Karen also co-authored the firm’s national training and local office training for employee benefit plan audits. In addition, she annually conducted the firm’s quality peer review process for benefit plan audits across each of its offices in the United States.

Karen also spent 12 years at Arthur Andersen, LLP. She provided corporate audit and qualified plan audit and consulting services to a variety of public and private companies. Karen also served as a national instructor on qualified plan topics and supervised technology initiatives.

AICPA Oversight Review on Employee Benefit Plans

AICPA – Advanced Defined Contribution Plans Audit Certified

AICPA – Advanced Defined Benefit Plans Audit Certified

AICPA – Advanced Health and Welfare Plans Audit Certified

Karen Soefje is a partner with Baker Tilly’s benefit plan audit practice.

Bachelor of Science in accounting
University of Houston-Clear Lake 

American Institute of Certified Public Accountants

Texas Society of Certified Public Accountants

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