Home / Professionals / William G. Edwards, CPA, CPFA

Bill Edwards leads the firm’s Benefit 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.”

Certifications & Licensure

CPA – State of Ohio CPFA

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants American Society of Pension Professionals and Actuaries

Education

BSBA, Accounting, Ohio State University

Articles

From William G

Article

7 Min Read

CARES Act Impact for Retirement Plan Sponsors

Article

10 Min Read

The SECURE Act Will Likely Affect Retirement and Estate Plans

Article

10 Min Read

The SECURE Act Changes the Rules for Employers on Retirement Plans

Article

10 Min Read

Factor 2020 cost-of-living adjustments into your year-end tax planning

Article

8 Min Read

DOL expands retirement plan options for smaller businesses

Article

10 Min Read

What do the 2019 cost-of-living adjustments mean for you?

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