Employee Benefits Services

They Work Hard For You. Ensure That Their Plan is Working Hard For Them.

Packer Thomas possesses the expertise and experience to meet the demanding IRS and DOL requirements, ensuring the safety and security of your plans across all types, including defined contribution, defined benefit, health and welfare, multi-employer, and other ERISA plans.

As a proud member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center, Packer Thomas delivers the highest quality employee benefit plans. Our membership with the Center allows us access to the practices, guidelines, and tools CPAs need to perform superior benefit plan audits to better serve their clients.

The Packer Thomas employee benefits package

Our Scope of Services Include:

Our Employee Benefits Team

Principal

Areas of Expertise:

  • Audit and Accounting
  • Manufacturing
  • Employee Benefit Plans
  • Multi-Employer Plans
  • Not-for-Profit Organizations
  • Internal Audit

Joseph M. Castor Jr., CPA

Principal & Director of Accounting and Auditing

Areas of Expertise:

  • Manufacturing
  • Wholesale/Distribution
  • Employee Benefit Plans
  • Internal Auditing
  • NotforProfit Organizations

Brian F. Himes, CPA

Senior Manager

Areas of Expertise:

  • Audit and Accounting
  • Manufacturing
  • Employee Benefit Plans
  • Multi-Employer Plans
  • Not-for-Profit Organizations

Jeff Davidson, CPA, MBA

Principal

Areas of Expertise:

  • Auditing, Accounting, Tax and Consulting experience in the manufacturing wholesale, construction, designated Partner in charge of audit industries, not-for-profit, and employee benefit plan engagements
  • Consultant to companies on acquisition strategies, ESOP accounting methods and strategies

Richard A. Schafer, CPA

Principal & Director of Audit & Accounting

Areas of Expertise:

  • Audit and Accounting Issues
  • Financial Services
  • Manufacturing
  • Not-for-Profit Organizations
  • Employee Benefit Plans
  • Organized Labor
  • Multi-Employer Plans
  • Internal Audit

Cynthia A. Wollet, CPA

Principal

Areas of Expertise:

  • Audit
  • Employee Benefit Plans
  • Organized Labor
  • Healthcare
  • Manufacturing

J.C. Willison, CPA

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