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Tom joined Lumsden McCormick in 1999 with experience from a nationally based commercial business. In his role as principal, he has extensive experience in the planning and performance of auditing and accounting services for commercial businesses, nonprofit organizations, and governmental units. Tom specializes in employee benefit plans for a variety of organizations, and coordinates the Firm’s affiliation with the AICPA's Employee Benefit Plan Audit Quality Center. In addition, he has performed dozens of Service Organization Control (SOC) examinations.
State University of New York at Buffalo, Bachelor of Science in Accounting
American Institute of Certified Public Accountants
- Employee Benefit Plan Audit Quality Center, Member
New York State Society of Certified Public Accountants
- Buffalo Chapter, Past President
- Buffalo Chapter, Cooperation with Bar Association of Erie County, Past Chair
Institute of Management Accountants
- Buffalo Chapter, Past Treasurer
- Certified Management Accountant
International Foundation of Employee Benefit Plans
Plymouth Crossroads, Past Treasurer
Tapestry Charter School, Past Treasurer
Western New York Charter School Coalition, Past Trustee
United Way Leadership Society, Member
- Day of Caring, Volunteer
Buffalo Niagara Partnership (BNP)
- Board Membership 101, Presenter
Habitat for Humanity, Volunteer
Lumsden McCormick Making A Difference (MAD) Committee, Member
Tom enjoys outdoor activities such as skiing, hiking, camping, kayaking, and motocross. In his free time, he plays guitar and collects Lionel trains.
As discussed here, the SECURE Act 2.0 has many changes that affect 403(b) retirement plans. It is important that your organization stays current on all regulatory rules and the enhancements available to your employees.
Before deciding to outsource your human resource functions you need to examine the level of services being outsourced, the value, and the cost. It is also important to consider the impact on your workforce, and make sure to involve management and Board of Directors.
You likely know what insurance coverage is necessary, but what other protection should you consider?
