TREVOR P. WARREN CPA

Trevor joined the firm in August 2001. Trevor has more than 20 years of experience in public accounting. He possesses extensive experience with audit, review and compilation engagements. Trevor is committed to providing the highest level of quality accounting services to a broad array of medium to large private companies, and closely held companies.

Trevor services a diversified number of industries, including: manufacturing, distributing, automotive, construction, professional services and nonprofit. He leads the firm’s Emerging Technology Industry group and is also a member of the Construction and Automotive groups.

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Do you have a hobby/personal passion?  
When not spending time with my wife and 3 kids, I enjoy running.

What was the best advice you’ve ever received?  
I have received a lot of good advice, but something that sticks out is: the night before I started at Schneider Downs (my first job after college) my dad said to me “make sure that this is something that you enjoy, because you will be working for the next 40 years”

Who is your role model?
I have multiple role models. Nobody is perfect. I try to duplicate the positive attributes in people and learn from their flaws.

What was your childhood dream?
To be a trash man (the guy that rode on the back of the truck).

If you could go back in time, what advice would you give your college self? 
Invest in Facebook

People would be surprised to know that I…
Vended cotton candy and lemonade at Cleveland Indians games (1997 – 1999)

What is the best or most interesting thing about your career?   
I started my career (August 2001) at Schneider Downs and my parents have sent a cake to the office for my birthday every year.

What was your first job?   
I was on the maintenance crew and picked up trash at Blossom Music Center.

When you have an hour of free time, what do you like to do?  
Watch poker on TV and play poker if I can get more than an hour of free time.

Do you have advice for young professionals?
Meet as many people as you can and make connections. You never know where they will end up and what they will be doing in 10 to 15 years.

Our Thoughts On

FEATURED

Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.


Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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