Jenny Merritt, CPA

Senior Manager, Employee Benefit Plan Audit Practice

Image of Jenny Merritt
Education

Belmont University, Bachelor of Business Administration with an emphasis in accounting; cum laude graduate

Jenny Merritt is a Senior Manager within LBMC’s employee benefit plan audit practice.

She has more than ten years of experience auditing benefit plans and has practiced almost exclusively in this area for more than six years.

She serves as a technical resource for the firm on employee benefit plan audits and facilitates the firm’s annual training on audits of employee benefit plans.  Her experience includes serving as manager and in-charge on defined contribution, defined benefit, and health and welfare plan audits, including both limited-scope and full-scope audits.

Certifications

  • Certified Public Accountant (CPA)

Thought Leadership

Blog
Top ways to keep 401(k) plan in compliance
Blog
Changes Coming to ERISA Employee Benefit Plan Audits – What Plan Sponsors Need to Know
Blog
Limited Scope Audits of Employee Benefit Plans