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Yvette Ward

CPA

Senior Assurance Manager

317.224.1270

Yvette has more than 20 years of public accounting experience and specializes in the employee benefits audit practice. Her experience includes working on defined contribution, defined benefit, health and welfare, contractor-owned ESOPs and Taft-Hartley plans. In addition, she also advises clients on accounting, reporting, ERISA compliance, internal control matters and assistance with submissions under the IRSEmployee Plans Compliance Resolution System.

Education & certifications
  • Indiana University, Bloomington–B.S., Accounting
  • Stanley K. Lacey LEAD program–LEAD Certified
  • Certified Public Accountant (CPA)
Professional & community associations
  • Member, Indiana CPA Society
  • Treasurer, Indiana Benefits Conference, Inc.
Awards & recognition
  • 2008, Employee Benefit Plan Super CPA, Indiana CPA Society