Melissa Morgan

Melissa focuses her practice on helping clients with their plan design, implementation, administration, and compliance while also serving as a resource to stay up-to-date with the constant changes in compensation and benefits law. Melissa works with each client’s specific situation to provide a unique plan, and since no two companies are exactly alike her personalized approach is welcomed in an industry full of generalized plans.

Certifications

• Certified Public Accountant (CPA), Texas
• Certified Pension Consultant (CPC)
• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)

Education

• Graduate Advanced Studies degree, Accounting, University of Texas at Arlington, 1991
• MBA, Marketing, University of Texas at Arlington, 1985
• BA, Spanish, Midwestern State University, 1983

Professional & Community Involvement

• Texas Society of Certified Public Accountants (Member)
• Texas Society of Certified Public Accountants – Dallas Chapter (Member)
• American Society of Pension Professionals and Actuaries (Member)

Publications & Speeches

• New Mandatory Electronic Filing Requirements for Form 5550, March 2010