You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.
In the past five years, Maria and her team have more than doubled a practice exclusively dedicated to
auditing benefit plans. What a great opportunity for us and for our clients. She’s a diligent and focused
leader for our employee benefit plan audit section.
You know your team is doing something right when a Department of Labor (DOL) agent commends you
on your work product, including thorough audit documentation, accurate checklists, and audit work sufficient
to support the audit opinion on the plan’s financial statements. The DOL agent mentioned that Maria and her
team provided a quality of work that was just as good as the larger national firms in our industry.
Whether benefit plans have a few hundred participants or tens of thousands, Maria’s employee benefit plan
audit team performs the highest quality audit while causing the least amount of interruption to the client.
Perspectives from Maria
“Selecting a qualified auditor is an important fiduciary responsibility. To help clients choose BLS confidently,
I continue to build my knowledge base, staying on top of legislative changes through my ASPPA membership
and developing close working relationships with ERISA attorneys in the region.”
“The best part of being a retirement plan auditor is the opportunity to help clients with their operational
questions throughout the year. A big reason for our employee benefit blog is to provide a resource for clients
to get answers for common questions, so that they can prevent errors before they happen. Our goal is to tip
the scale to prevention and away from detection.”
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
American Society of Pension Professionals and Administrators (ASPPA)
ASPPA Benefits Council of Greater Philadelphia – Board Member/Treasurer
International Foundation of Employee Benefit Plans (IFEBP)
PrimeGlobal Employee Benefit Group Member
Wilmington Tax Group
Georgetown University – Bachelor of Science Degree in Accounting & International Management
Tatnall School – Audit Committee Member
ABC of Greater Philadelphia – Treasurer/Programs Committee Co-Chair
Recognition of Academic Achievement in Retirement Plans as part of the Certified Employee
Benefit Specialist curriculum sponsored by the International Foundation of Employee Benefit Plans
and the Wharton School of Business
302.573.3918 or firstname.lastname@example.org