Peggy S. Edge, CPA
Employee Benefit Plan Auditor
Employee Benefit Plan Auditor
Peggy S. Edge, CPA, is highly versed in all aspects of employee benefit plan audits. She has created and conducted annual trainings for EBP colleagues and staff.
Peggy dedicates her time to staying on top of the Department of Labor requirements, rules and regulations.
She has conducted hundreds of employee benefit plan audits in her career with Ernst & Young. Through that experience and leadership position, she maintained a high level of expertise and understands the requirements of benefit plans and can efficiently provide the services you need.
Experience:
Honors graduate from Texas A&M University receiving a BBA in Accounting.
She has conducted hundreds of employee benefit plan audits in her career with Ernst & Young. Through that experience and leadership position, she maintained a high level of expertise and understands the requirements of benefit plans and can efficiently provide the services you need.
Experience:
- Twenty-eight years of public accounting experience (18 years with Big 4)
- Fully dedicated to serving employee benefit plan audits since 1997
- Previously Ernst & Young’s Austin office Practice Leader and Senior Manager of the Employee Benefit Plan Services Group
- Expertise in meeting the auditing and reporting requirements of the Department of Labor for all types of qualified defined benefit pension plans, 401(K) plans, money purchase pension plans, profit sharing plans, health and welfare plans, VEBAs, Master Trusts and 11Ks
- Experience includes issues and challenges surrounding plan mergers, plan terminations, short period filings, unique or changing plan features, change of service providers, qualification issues, hard to value investments, FSP/SOP 94-4-1, FAS 157
- ERISA expertise includes the specialized knowledge for audits, form 5500s and related filings.
- Works closely with human resources and finance employees as well as third party administrators and trustee/custodian in planning and performing these audits.
- Significant experience helping plan administrators and sponsors to adhere to regulatory requirements.
- Certified Public Accountant and member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, and the Austin Chapter of TSCPA.
Honors graduate from Texas A&M University receiving a BBA in Accounting.