帕特里克·B. 阿姆内克特会计师事务所
Patrick has more than 28 years of experience helping clients optimize processes and leverage technology to solve problems. He has direct experience with digital transformation, 过程自动化, 项目管理, 公司会计, 内部审计, 软件选择与实现. He has served clients in the professional services, 制造业, 分布, 非营利和酒店行业.
Patrick’s responsibilities include oversight of the firm’s Business Process Automation, 数据分析, 数字转换, 软件解决方案 and IT 咨询bet9平台游戏. 以这种身份, he’s required to stay abreast of the latest advancements in technology, digital trends and best practices to help identify and deliver value added solutions to clients.
Patrick’s responsibilities require significant planning and administrative skills, in addition to a thorough knowledge of specific financial, technological and operating concerns of the entities served.
教育
B.S. – Business Administraton, emphasis Accounting, West Virginia University
专业及社区参与
Member—American and Pennsylvania Institutes of Certified Public Accountants
American Institute of Certified Public Accountants Certified Information Technology (CITP) Credential Holder
Member—Schneider Downs Not-For-Profit bet9平台游戏 Industry Group
Member—Butler Country Club, Finance Committee
Rebuilding Together 匹兹堡, Past Treasurer
Member—ISACA (Information Systems 审计 and Control Association)
分享
What was the best advice you’ve ever received?
永远不要害怕失败.
If you could go back in time, what advice would you give your college self?
享受现在. 未来很快就会到来.
What is the best or most interesting thing about your career?
Technology is always changing – most of the time for the better.
你的第一份工作是什么?
我是个报童.
你有“座右铭”吗?”
做正确的事. 每一次.
你对年轻的专业人士有什么建议吗?
找到你的激情并追求它. You spend too much of your life working not to enjoy what you do.
特色
大问题: A Not-for-profit Client Out Of 401(k) Compliance.
大的思考: Allowing More Contributions By Highly Paid Employees.
股东 杰森。” serves as a Practice Unit Leader for SDAdvantage 退休的解决方案. He has more than 17 years of qualified retirement plan experience, 主要bet9平台游戏中端市场, 少数人持股企业. 他的背景包括规划设计, 文档报告, 参与者的教育, and ongoing administration for defined contribution plans, 包括员工持股计划.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. 为了解决这个问题, we recommended the implementation of a second retirement plan, 403(b)计划, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing.
“These top employees were no longer constrained by the limits of the 401(k) plan testing results,杰森说。. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.”
Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, 公开和私人持有, 以及非营利组织, 政府机构等. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
