VICKI MAYOWSKI, CPA

Vicki is a CPA with 15 years of comprehensive tax experience, including high-net-worth individual income tax, gift tax, partnerships, and private foundations. She has experience working both in public accounting and in a family office, where she managed day-to-day investment and tax needs, facilitated family board meetings, handled tax and regulatory compliance for family partnerships, and assisted with estate and succession planning.

Vicki serves as Treasurer on the board of directors of several nonprofit organizations, including the Bloomfield Development Corporation and the Learning Disabilities Association of Pennsylvania.

Education

B.S.—Accounting, University of Pittsburgh
B.A.—English Writing, University of Pittsburgh

Memberships and Associations

Treasurer and Chair of Finance Committee— Bloomfield Development Corporation
Treasurer and Board Member— Learning Disabilities Association of Pennsylvania
Treasurer— Ellevate Women’s Network, Pittsburgh Chapter

SHARE

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.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.