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Jordan Montz

Jordan Montz

Partner

Address

5100 Village Walk
Suite 300
Covington, LA 70433

Phone

985.892.5850

Fax

985.892.5956

Jordan began his career in public accounting in 2009. Since then, the primary focus of his career has been on the employee benefit plan and construction industries.

Jordan has audited various types of employee benefit plans, including 401(k)s, 403(b)s, and various types of defined benefit plans. With the various recordkeepers and custodians he had worked with, he has audited employee benefit plans that hold investments ranging from common stocks to investment contracts with insurance companies, among others. He has guided multiple organizations through first-year EBP audits as well as through changes in custodians. 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 ensured the plan is meeting filing and disclosure requirements. Jordan has attended the annual AICPA Employee Benefit Plan Conference.

Specific to Jordan’s construction industry experience, he provides assurance services to various types of construction companies. A Certified Construction Industry Financial Professional (CCIFP), Jordan has attended various national construction-specific conferences, including the annual AICPA Construction Industry Conference.

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