DIRECTOR, AUDIT AND ASSURANCE SERVICES
ABOUT JORDAN
EMPLOYEE BENEFIT PLANS
Leader of LaPorte’s Employee Benefit Plan Services Group, Jordan has audited a variety of employee benefit plans, including 401(k)s, 403(b)s, and defined benefit plans. He has also guided multiple organizations through first-year EBP audits. In addition, Jordan has performed compliance reviews of plans not subject to annual audits. In those reviews, he has identified areas of noncompliance with plan documents and ERISA laws, and he has seen that the plan is meeting filing and disclosure requirements. With the various recordkeepers and custodians he has worked with, he has audited employee benefit plans that hold investments ranging from common stocks to investment contracts with insurance companies, as well as self directed brokerage accounts.
Jordan has attended the annual AICPA Employee Benefit Plan Conference. Through the AICPA Employee Benefit Plan Audit Quality Center, he has access to many valuable resources related to benefit plan audits and best practices.
CONSTRUCTION
Bachelor of Science in Accounting, Southeastern Louisiana University
Master of Business Administration in Accounting, Southeastern Louisiana University
Certified Public Accountant
Certified Construction Industry Financial Professional
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
AICPA Employee Benefit Plan Audit Quality Center
Association of General Contractors
Construction Financial Management Association
Surety Association of Louisiana, Treasurer
Southeastern Louisiana University Accounting Advisory Board, Member
LaPorte, “What We Learned from EBP Audits in 2020 and What You need to Know for the Year Ahead.” January 2021
Society of Louisiana Certified Public Accountants, “Common Deficiencies in Employee Benefit Plans.” October 2019
LaPorte Knowledge Center
• “The Importance of Choosing a Quality Auditor for Employee Benefit Plans.” October 2021
• “Highlights of the CARES Act’s Impacts on Employee Benefit Plan.” May 2020
Houston Business Journal, “How to avoid common 401(k) plan administration mistakes and get the most value out of the audit process.” December 2020
