STEVEN D. 汤普森会计师
史蒂夫是该公司的联合首席执行官之一. 在这个角色中, Steve works closely with the firm’s Operating Committee and Board of Directors and shares the responsibility for the strategic direction and operational performance of the firm.
Steve joined Schneider Downs in 2001, became a 股东 in 2004 and was appointed co-CEO in 2014. Steve leads the firm’s Operating Committee and is a member of the firm’s Board of Directors and executive management team.
在他30多年的bet9游戏平台中, Steve has had the opportunity to work with companies ranging from start-ups to large national organizations. 他在公司的证券交易委员会工作过, ERISA and SOC practices and served clients in a variety of industries including manufacturing, 石油和天然气, 供应链, restaurant-retail, bio-science and financial services specifically banking, 投资公司和投资合伙企业.
Steve spent the first 10 years of his career with a national public accounting firm, and also has experience in the private industry as a corporate controller for a multi-location, 家族企业.
史蒂夫平衡了他的事业和个人生活. He enjoys spending time with his wife and three children, 旅行和参加他们的活动. 史蒂夫还喜欢跑步和打高尔夫球.
教育
B.S. ——宾夕法尼亚州立大学会计系
专业及社区参与
西部PA联合之路董事会成员
Member—Mars Bank Board of Directors and Audit Committee Chair
施耐德唐斯董事会成员
Member – AICPA Major Firms Group and Past Meeting Chair
aicpa, PICPA和IIA会员
布里奇维尔地区食品银行志愿者
南费耶特足球助推器
分享
你有什么爱好或个人爱好吗?
I enjoy running, exercising, golf and spending time with my kids.
你收到过的最好的建议是什么?
Work hard, treat people with kindness and respect, and good things will happen.
你的榜样是谁?
My father – good work ethic, smart, and always treated people with kindness and respect.
If you could go back in time, what advice would you give your college self?
Take advantage of all the activities and opportunities presented to you by your university. 你从一段经历中得到的是你所投入的. 参与.
人们会惊讶地发现我.......
我跑过10次半程马拉松. Seven in 匹兹堡, and two in Indianapolis (those two ran through the Indy 500 speedway)
What is the best or most interesting thing about your career?
The number of different businesses and industries you learn about, and the number of people you have the opportunity to help.
你的第一份工作是什么?
I was a bus boy at the Red Bull Inn in Meadowlands.
你有“座右铭”吗?”
适应不舒服的环境.
你对年轻的专业人士有什么建议吗?
没有成功的人是独自完成的. Build genuine friendships and relationships throughout your career.
特色
大问题: 一个不符合401(k)的非营利客户.
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.
在与我们的一个非营利客户合作时, 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, 这将只包括高薪员工, 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.
