National Director of Employee Benefit Plan Services



RSM US LLP



Josie is the national director of employee benefit plan services for RSM US LLP, where she is responsible for tracking audit and accounting issues that impact the Firm's employee benefit plan audit practice, and participates in the development of the Firm's positions on proposed audit and accounting pronouncements. She is experienced in single-employer and multi-employer plans as well as plans with a variety of funding arrangements, including defined benefit and defined contribution pension plans, 401(k) plans, ESOPs, health and welfare plans, master trusts, and 103-12 investment entities. 

Josie served on the Auditing Standards Board Employee Benefit Plan Reporting Task Force for the development of the new reporting standard for ERISA plans.

Josie is an active member of the:



•AICPA Employee Benefit Plan Expert Panel (Chair 2020-current)

•AICPA EBP audit guide revisions taskforce (Chair 2016-2020)

•AICPA EBP national conference committee