January 2020

 

Yvonne Wu, CPA
Audit Manager
415.869.5614 | ywu@sldcpa.com

Connect with Yvonne on LinkedIn

Yvonne has nearly ten years’ experience in public accounting, providing auditing, accounting and tax services. She works with nonprofits, such as religious organizations and education providers, as well as companies in numerous industries, including manufacturing, distribution, technology, professional services and online gaming. Yvonne is well versed in employee benefit plans, including defined contribution plans, profit sharing plans and defined benefit pension plans.

Industry Specializations:
Manufacturing; Distribution; Nonprofits; Technology and Software; Food and Beverage

Education:
Yvonne holds a Bachelor in Business and Commerce from Aichi-Gakuin University in Nagoya, Japan. She earned her Master of Accountancy degree from University of Idaho.


Words from Yvonne (as featured in the January 2020 issue of our Employee Benefit Plans newsletter):

“Lack of savings is often the biggest obstacle of planning for retirement. Even if one can save some money, the savings may not be enough for retirement. 401(k) plans, offered by employers to their employees, have become a common method of saving for retirement. In order to encourage employees to save for retirement and to increase participation rates, the automatic enrollment feature has become increasingly used by large plans. Further, target date funds are common default investment options. The default contribution rate may not be sufficient, so employees should not purely rely on automatic enrollment. Participating employees should also consider other investment options with lower fees that may better fit their retirement goals.”