Troy Atkinson, CPA

Partner

Troy Atkinson

OVERVIEW

Troy focuses exclusively on auditing the financial statements of Employee Benefit Plans. He attends trustee meetings to report on the annual audit and communication letters to those in charge of governance. Troy spends the time to fully develop internal control improvements and best practices for trust funds. He follows these suggestions through the coordination with plan professionals, communications with the client to final implementation and review.

As the lead in new technical pronouncements for the practice, Troy works with the Eide Bailly Technical Industry Committee to implement any new standards to the Multi-Employer audit practice. He tailors the implementation to translate well to the labor and management governance of a Multi-Employer Plan.

Troy has been a speaker at the CalCPA Employee Benefit Plans Conference, as well as the International Foundation of Employee Benefit Plans Annual Conference, on topics such as communication to the Board of Trustees, differences between Single and Multi-Employer Plans and proper use of Training Trust assets to benefit only participants.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • International Foundation of Employee Benefit Plans

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Science, Business Administration – California State University, Chico

KNOWLEDGE

Client Work

  • Troy has also been engaged as an independent consultant to investigate fraudulent transactions unique to Employee Benefit Plans, as well as financial transactions that violate Employee Benefit Plan laws. It is Troy’s passion to find participant assets that have been fraudulently used to benefit others. In addition, he consults with clients regularly on Department of Labor hot buttons such as cost allocation of common expenses between related funds, allowable trustee travel expenses and proper recording of related party transactions.

COMMUNITY

Community Involvement

  • Western Association of Accounting Firms, Chair of Business and Audit Group
  • Menlo Park School District, Volunteer
  • Olympic Club, Audit Committee