Bill Edwards

Bill regularly consults with employers regarding the administration of tax qualified retirement plans and welfare benefit plans. He is passionate about helping employers understand complicated and confusing retirement plan regulations and designing plans that will help business owners achieve their future retirement goals. He leads the firm’s Qualified Plan Administration and Consulting (QPAC) Group. During the nearly 20 years he has been with CSH, the firm has grown this practice from 60 plans to its current client list of over 650 plans.

Bill has assisted employers in the design, implementation, and termination of tax qualified retirement plans of all types, including 401(k) plans, profit-sharing plans, money purchase pension plans, collectively bargained union plans, 403(b) plans for tax-exempt organizations and defined benefit plans. He has extensive experience assisting plan sponsors with IRS and US Department of Labor audits, government reporting requirements, determination letter filings, and voluntary correction programs.

Bill began his career in the national office of Ernst & Young, in the actuarial, benefits, and compensation consulting practice. Prior to joining CSH, Bill spent three years as the Director of Employee Benefits for a regional CPA firm.