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Sandy Purdy, CPA, is a Principal based in our San Ramon, CA office. She has spent nearly 25 years in public accounting, working with employee benefit plans of various sizes, complexities and structures. She performs both ERISA full and Section 103(a)(3)(C) audits of more than 30 defined contribution and defined benefit plans with more than $550 million in total assets.

During her tenure at a Big Four accounting firm, she served as an instructor and a national audit quality reviewer.

Sandy proactively develops relationships with clients and takes the initiative to help them understand and navigate the nuances of the highly regulated benefit plan environment. Additionally, she works with the engagement team members to continually strengthen their skills to the advantage of both the client and her team.

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She is active in the Western Pension and Benefits Council, where she currently serves on the Board of Directors and chairs the Brown Bag Lunch Program. She also previously served on the CalCPA Employee Benefit Conference committee and as an instructor at the annual conference.