Nadia Matthie is a partner in the New York City office with more than twenty years of experience. She is a member of the employee benefit plan practice, labor organizations practice, and multiemployer group where she performed assurance services for single-employer and multiemployer organizations.
Nadia has deep knowledge in various types of benefit plans, including defined contribution plans, defined benefit plans, ESOPs and health and welfare plans. Other assurance services include the implementation and testing of internal controls and reviewing service organization reports.
In addition, Nadia’s experience includes asset management, providing assurance services to investment advisors, broker-dealers, real estate investment trusts, real estate and private equity funds. She focuses on auditing investment products such as fixed income, funds of funds, private equity and real estate funds, common commingled trusts, direct investments in privately held companies and real property, certain insurance products, real estate properties and privately held companies.
Nadia is active in her community where she serves as the chairperson for the PACE University Career Opportunities in the Accounting Profession (COAP) program sponsored by the NYSCPA. She is also an active member of the National Association of Black Accountants – New York Chapter.
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On February 4, 2026, lawmakers introduced bipartisan legislation that would simplify the Form 5500 reporting process for employer sponsored retirement plans governed by ERISA. The proposed Form 5500 Filing Simplification Act is intended to reduce administrative complexity while maintaining the transparency and regulatory oversight relied upon by plan participants and federal agencies. Breaking Down the Latest Proposed…
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has unveiled a proposed regulation aimed at providing transparency into the often opaque world of pharmacy benefit managers (PBMs). Announced on January 29, 2026, the proposal marks one of the most significant federal efforts in decades to reform the prescription drug supply chain and strengthen…
Update: On August 7, 2025, President Donald Trump signed an executive order to expand access for 401(k) plans to alternative investments such as private equity and cryptocurrency. The order directs the Department of Labor (DOL), Department of the Treasury and Securities and Exchange Commission (SEC) to revise regulations and guidance to encourage broader adoption of…