Karen Soefje is a principal with Baker Tilly’s benefit plan audit practice. Specializing in employee benefit plan audits, Karen serves as a subject matter professional on a variety of plans. She is a member of the firm’s employee benefit plan audit leadership team and technical committee and oversees strategic growth and marketing employee benefit plans. Prior to joining Baker Tilly, Karen worked at two international accounting firms and executed a variety of plan audits.
- ERISA Section 103(a)(3)(C) and non-ERISA Section 103(a)(3)(C) audits of defined contribution plans, defined benefit plans, health and welfare plans, 403(b) plans, cash balance plans and employee stock ownership plans
- Audits of 11-Ks and complex plan investments
- Performs significant plan transactions, including mergers and terminations as well as plan document compliance reviews
- Internal Revenue Service (IRS) and Department of Labor (DOL) correction methodologies and implementation procedures
- Power of attorney representation in IRS and DOL examinations
- Frequent speaker on a variety of employee benefit plan topics
- Oversight Reviewer for the AICPA for peer reviews over plan audits and internally inspects Baker Tilly’s plan audits
- Lead the North Texas and Oklahoma benefit plan practices
- Co-authored national training and local office training for plan audits
- Conducted the firm’s quality peer review process for benefit plan audits across each of its offices in the United States
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Southwest Benefits Association
- Texas State University Development Foundation Board, Finance and Audit Committee
- AICPA Oversight Review on Employee Benefit Plans
- AICPA Certified Peer Reviewer
- AICPA – Advanced Defined Contribution Plans Audit Certified
- AICPA – Advanced Defined Benefit Plans Audit Certified
- AICPA – Advanced Health and Welfare Plans Audit Certified
Location
Frisco, TX
Education
Bachelor of Science in accounting
University of Houston-Clear Lake
