Bill Edwards leads the firm’s Qualified Plan Administration and Consulting Group. During the nearly 20 years he has been with Clark Schaefer Hackett, the firm has grown this practice from 60 plans to its current client list of over 650 plans.
Bill regularly consults with employers regarding the administration of tax qualified retirement plans and welfare benefit plans. He has assisted employers in the design, implementation and termination of tax qualified retirement plans of all types, including: 401(k) plans, profit sharing plans, money purchase pension plans, collectively bargained union plans, 403(b) plans for tax exempt organizations and defined benefit plans. He has extensive experience assisting plan sponsors with IRS and US Department of Labor audits, government reporting requirements, determination letter filings and voluntary correction programs.
Bill is passionate about helping employers understand complicated and confusing retirement plan regulations, and designing plans that will help business owners achieve their future retirement goals.
Bill began his career in the national office of Ernst & Young in the actuarial, benefits and compensation consulting practice. Prior to joining Clark Schaefer Hackett, Bill spent three years as the Director of Employee Benefits for a regional CPA firm.
WHAT CLIENTS SAY ABOUT BILL:
“Bill Edwards really helped me this year with a transition to a new 401(k) advisor. His opinion and suggestions have been of great value.”
“Personable, effective, consultative, caring and interested”
“A great listener and I feel he is an extension of my team.”
CPA – State of Ohio
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
American Society of Pension Professionals and Actuaries
BSBA, Accounting, Ohio State University
Phone: (937) 226-0070
Fax: (937) 226-1626