Samantha has over ten years of public accounting experience in both the U.S. and Malaysia. In addition to her work with nonprofit organizations, she manages the audits of retirement benefit plans and other engagements for private companies.
Samantha specializes in employee benefit plans, NPOs, real estate, professional services, manufacturing, and distribution.
After locating to the Bay Area in 2007, Samantha worked for five years with a large regional accounting firm. Prior to that, she worked for four years at KPMG in Malaysia where she oversaw multiple audit and assurance engagements in construction, property development, investment holdings, and hospitality.
Samantha earned her Bachelor of Commerce, majoring in Accounting and Finance, from The University of Melbourne in Australia.
Words from Samantha (as featured in the May 2017 issue of our Employee Benefit Plans newsletter):
“Life is really simple, but we insist on making it complicated.” – Confucius.
This newsletter discusses the current trend of investment menus simplification in the 401(k) world. Oversaturated investment menus could leave participants feeling confused and overwhelmed, and make it more difficult for plan sponsors to fulfill their oversight and due diligence requirements.