Sarah Oldham, CPA

Sarah is a member of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice. In this role, she provides expertise in the Department of Labor’s rules and regulations for reporting and disclosure under the Employee Retirement Income Security Act of 1974 (ERISA). Sarah supervises employee benefit plan audits and advises plan sponsors on ERISA compliance requirements including those associated with administering 401(k), 403(b), defined benefit, and health and welfare plans.

Sarah ensures the assurance process is efficient and minimally disruptive, providing valuable advice to improve operations and reduce risk. This involves proactive communication with the plan sponsor, custodians, and third-party administrators to ensure all parties have adequate notice to aggregate requested documents. She closely monitors status and completion to ensure client expectations are met and deliverables are provided on-time to meet filing deadlines.

Sarah holds CPA designation and leads and coaches new accountants at the firm as they move along their professional journey.

Education

• College of the Holy Cross – Bachelor’s Degree in Accounting

Professional and Civic Associations

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants