Shawn Pooler

Background

About Shawn Pooler

401(k) audits can be dreadful and annoying, but your auditor doesn't have to be. My passion is performing retirement plan audits by leveraging the latest technology to assist companies that do not have access to a reputable retirement plan auditor, fed up with their current auditor’s never ending requests or old fashioned office visits, or are simply tired of paying high fees. No additional fees related to transportation, meals, or lodging for my clients. No interruptions to my clients' team for never ending requests and office visits. I perform the audit from my office, not my clients'. As an added bonus, this auditor comes with a personality (yes, odd, so proceed with caution). I have performed over 150 retirement plan audits ranging from to over $1 billion in net assets. I specialize in defined contribution plans and ensure my clients have a smooth, calm, quality audit with minimal interruptions while completing the audit at their pace. I incorporate over a decade of experience and add recommendations regarding the controls, governance, ERISA compliance and any other issues I note during the plan audit. I have the ability to serve clients throughout America with a flat fee, friendly, and professional approach. Auditors aren't all created equal, and I can definitely prove this. Visit me at I also offer the CPA Firm Coalition, where I perform the audits of retirement plans for those firms that do not feel comfortable performing them or simply can’t because a conflict of interest, while offering a noncompete contract to only perform the plan sponsors retirement plan audit. Schedule a time to chat: https://app.acuityscheduling.com/schedule.php?owner=17010672