
McKenzie is managing director of Baker Tilly’s New England assurance practice. With substantial audit and consulting experience working with employee benefit plans offered by a wide range of entity types including privately held, publicly traded and not-for-profit entities. McKenzie works closely with members of the audit team to lead all areas of the engagement process ranging from planning through completion. She also regularly assists clients with various technical matters, including plan compliance with ERISA, internal controls and corrective actions to help plan sponsors effectively manage their retirement plans.
- Employee benefit plan audits
- GAAP financial reporting
- Financial statement audits, reviews and compilations
- Retirement plan compliance
- Plan document review
- Plan mergers and terminations
- 401(k), 403(b) and defined contribution Plans
- American Institute of Certified Public Accountants (AICPA)