James Derzon

CPA
Supervisor
P: 920-996-1435

Expertise

  • Employee benefit plan reviews
  • Retirement plan/IRA distribution planning
  • Maximizing plan benefits

Jim helps clients through the review of employee benefit returns and retirement distribution planning. He has assisted clients with the implementation of appropriate retirement plans, maximizing benefits in existing plans, handling employee benefit problems specific to their individual situations, and alerting them to potential problem areas.

Jim has significant experience in a broad array of other employee benefit areas including nonqualified deferred compensation plans, ERISA excess benefit plans, educational assistance plans, group life and medical plans, fringe benefits and other employee benefit arrangements such as moving and travel expense policies. He has been with Schenck since 1990.

Education

University of Wisconsin–Madison, BBA, Accounting

Professional memberships

  • Wisconsin Institute of Certified Public Accountants
  • Fox River Area Pension Professional Society, Member and Past President
James Derzon's Recent Articles View all

Missed 401(k) loan payment proves costly for employee on maternity leave

Since the advent of automatic payroll deposits, how many employees are carefully reviewing their paychecks each week? Here’s a cautionary tale that illustrates just how risky that can be.

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SEP and SIMPLE errors could spell disaster

If you’re an employer sponsoring a Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees (SIMPLE) plan, make sure you understand and follow your plan document terms closely to avoid costly missteps.

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What our clients say

“Schenck has served as a key player in FEECO’s success over the years. Our business has grown and expanded to serve new markets, and Schenck has the depth of personnel to continue to meet our increasingly complex accounting and tax needs. I appreciate their timely and responsive service throughout the year.” - Dan Madigan, President, FEECO International
“It is nice to work with a regional accounting firm that is focused on companies our size. We are treated like an 'A' client. Our audit committee is impressed with Schenck’s candid feedback and the strategic direction they provide. The leaders on the job are consistent and take the time to understand our business and our goals.” - Bob Kamphuis, CEO, President, Chairman of the Board, Mayville Engineering Company, Inc.
“Schenck has provided invaluable service and advice to me, to Johnsonville Sausage, and to the entire Stayer family for the past 11 years. I have found the Schenck team to be extremely proactive in strategy and their client service is second to none. They are more than an accounting firm; they are true partners in our success.” - Ralph Stayer, CEO, Johnsonville Sausage, LLC