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Employee Benefit Plans

Your employee benefit plan is designed to attract the best talent. Our dedicated audit teams ensure you can live up to it.

Entrepreneurial companies and startup not-for-profit organizations often grow so quickly, they don’t realize that federal law requires them to get an audit of their employee benefit plan when these entities reach a certain size. Even larger companies or not-for-profit organizations that are familiar with the necessity of audits, may underestimate the benefit plan’s compliance with certain ERISA rules and regulations. Noncompliance by companies or not-for-profit organizations can subject these entities to fines and other penalties.

Citrin Cooperman has an employee benefit plan practice with the depth and breadth of knowledge and resources to ensure audits of employee benefit plans are performed in an efficient and cost effective manner, year after year. The firm currently serves over 80 plans in the regional tri-state area.

As part of performing an audit of an employee benefit plan, our specialized team members evaluate the controls in place and provide advice on ways to enhance the controls and procedures utilized in administrating your plan. We believe this sets us apart from being just a traditional accounting firm.

No matter the size of your business or organization, an audit can assist you with adhering to all compliance requirements necessary in sponsoring and administrating a benefit plan.

Our Employee Benefit Plans Practice provide full or limited scope audit services to:

  • Single and multi-employer plans
  • Defined benefit plans
  • Deferred compensation plans
  • Health and welfare plans
  • Defined contribution plans
    • 401(k) plans
    • profit-sharing plans
    • 403(b) plans
Service Overview

Employee Benefit Plans Overview

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