
Steve Avrick
I am a legal and business professional with 20+ years of diversified leadership experience focusing on US and... | Chicago, Chicago, United States
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Steve Avrick’s Location Chicago, Chicago, United States
Steve Avrick’s Expertise I am a legal and business professional with 20+ years of diversified leadership experience focusing on US and international taxes, with a specialty in retirement plan administration and ERISA issues, including ESOP, 401(k), and nonqualified plans. As a member of West Monroe’s Shared Services team, I lead the administration of the company’s employee retirement plans, specifically its ESOP and 401(k) plans. West Monroe is a national business and technology consultancy and managed services provider who helps its clients generate revenue, reduce costs and transform their thinking, operations, and capabilities. I enjoy combining my legal and business background to meet a high fiduciary standard of moral, ethical, and prudent decision-making to protect the long-term interest of plan participants. Most recently I was leading ESOP and 401(k) administration at Forsythe Technology, Inc. which was sold to Sirius Computer Solutions, Inc. in 2017. I am very happy to continue working in retirement plan administration at West Monroe! Career Highlights: * Established go-to-market strategy for newly acquired Canadian operations for Forsythe. Set up separate Canadian company, drafted contracts, organized accounting / tax reporting, and established transfer pricing under treaty rules. Enabled 140MM in Canadian sales to go untaxed. * Served as long-term Plan Administrator for Forsythe’s ESOP, reporting to ESOP Committee and Board of Directors. Represented plan to Department of Labor and IRS with zero assessments. Administered 100M+ in retirement distributions within 100% employee-owned business. Specialties: ESOP & 401(k) Administration • Leadership & Stewardship • Plan & Regulatory Compliance Audits • Internal Revenue Code • Federal Corporate Income Taxes • Executive Comp / Payroll Tax • Employee Benefits & ERISA • Policies & Procedures • Legal & Tax Advice / Training • Team Building
Steve Avrick’s Current Industry West Monroe Partners
Steve
Avrick’s Prior Industry
Kpmg
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Levun Goodman And Cohen
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Leo Burnett
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Forsythe Technology
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Sirius Computer Solutions
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West Monroe Partners
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Work Experience

West Monroe Partners
Senior Manager (Retirement Plan Administration: ESOP & 401(k))
Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sirius Computer Solutions
Benefits Consultant (Qualified Plan Admin, 5500s, Financial Statements and Audit Reports)
Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Forsythe Technology
VP, Legal / Assist. Secretary (Retirement/Non-Qualified Plan Admin, Int’l Taxes, Corp. Structuring)
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Forsythe Technology
VP, Tax / Assist. Secretary (Senior Tax Officer & Retirement Plan Administration)
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Forsythe Technology
Tax Director / Assist. Secretary (Senior Tax Officer & Employee Benefits Administration)
Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)
Forsythe Technology
Tax Manager (Head of Tax Department & Employee Benefits Administrator)
Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time)
Leo Burnett
Tax Manager (Federal, State and Local Income Tax Manager)
Fri Jan 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time)
Levun Goodman And Cohen
Tax Attorney
Thu Jan 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time)
Kpmg
Supervising Senior Tax Specialist
Sun Jan 01 1984 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time)