John Norman – Partner, Greer & Walker, LLP

Employee benefit plans face numerous complexities, such as tax and regulatory compliance issues as well as continually changing standards. Your professional service team should possess the specialized knowledge to provide you with the resources necessary to manage these issues.

Greer & Walker, LLP Employee Benefit Plan Services

• Audits of 401(k) & 403(b) plans, health welfare plans, defined benefit pension plans, money purchase pension plans, cash balance plans, ESOPs, profit sharing plans (public and private companies)
• Preparation and review of IRS and DOL reporting and disclosure forms
• Monitoring plans for regulatory compliance
• Proposing of solutions for identified non-compliance and advising plan sponsors
• Evaluation and analysis of service providers
• Identification of weaknesses in control objectives stated in SAS 70 reports provided by service organizations
• Comprehensive analysis to determine compliance documentation and ERRISA provisions

John Norman graduated from the University of South Carolina in 1987 with a B.S. in business Administration and received his Masters of Taxation in 1990. John has significant expertise with both inbound and outbound clients in a wide range of disciplines, including manufacturing and distribution, mergers and acquisitions, and financial services industries.

South Tryon Square
201 South Tryon Street
Suite 1500
Charlotte, NC 28202

Phone: 704-377-0239