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Douglas A. Bertossi, CPA, CEBS

Principal at CliftonLarsonAllen LLC
Minneapolis, Minnesota
Douglas Bertossi is a Partner-in-charge of the Employee Benefit Plan Group in the Minneapolis office of CliftonLarsonAllen LLP. His practice involves audits and consulting on defined contribution, defined benefit, and health and welfare plans.

Mr. Bertossi's background is a certified public accountant and a certified employee benefit specialist as well as a frequent speaker at national and local conferences on employee benefit plans. He is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the International Foundation of Employee Benefit Plans, and the International Society of Certified Employee Benefit Specialists

About Me

What areas does your practice involve?
My practice involves audits and consulting on defined contribution, defined benefit, and health and welfare plans.
What topics have you lectured on?
Pitfalls of Participant Loans in Retirement Plans, Evaluating Your Third Party Administrator: Are You Getting What You're Paying For? and many others.

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Associations

Association Position
International Society of Certified Employee Benefit Specialists 0
International Foundation of Employee Benefit Plans 0
Minnesota Society of Certified Public Accountants 0
American Institute of Certified Public Accountants 0

Education

School Degree Graduation Year
Minnesota State University, Mankato B.A. - Accounting and Finance 1994

Contact Information

CliftonLarsonAllen LLC

220 S 6th St STE 300
Minneapolis, MN 55402