Focus on what counts

Employee Benefit Plan Audit

Focused on Raising the Bar

Your employee benefit plan is designed to attract the best talent. Our dedicated audit teams ensure you can live up to it. No matter the size of your business, an audit can assist you with adhering to all compliance requirements in order to avoid fines and other penalties. 

How Citrin Cooperman Can Help

Citrin Cooperman’s Employee Benefit Plans (EBP) Practice conducts full- and limited-scope audits of single and multi-employer plans, defined benefit plans (inclusive of church plans), deferred compensation plans, and defined contribution plans including 401(k) plans, 403(b) plans, and money purchase pension and profit-sharing plans. Our EBP professionals specialize in providing compliance for employee benefit plans of all sizes for various entities, including religious and other not-for-profit organizations. Citrin Cooperman’s EBP Practice is a member of the AICPA Employee Benefit Plans Audit Quality Center, and serves over 160 plans ranging in size from 120 to 10,000+ eligible participants and plan assets of $4 million to $400 million.

Our specialized team members take a proactive approach to ensure audits are performed in an efficient and cost effective manner, and provide up-to-date information on regulatory and technical developments. As part of performing an audit of an employee benefit plan, our professionals evaluate the controls in place, and advise on ways to enhance the controls and procedures utilized in administrating the plan. We also have extensive knowledge of GAAP, ERISA, and IRS regulations, and have experience in representing plans subject to DOL audits or IRS exams. We believe this sets us apart as a dynamic accounting firm.

OurRelated Services

Our services include:

  • Full- and limited-scope audits
  • Preparation of GAAP basis financial statements
  • Preparation of financial statements on a basis of accounting other than GAAP
  • Full-scope audits of a plan’s financial statements in accordance with GAAS
  • DOL limited-scope audits of a plan’s financial statements
  • Audits of financial statements of a plan’s trust fund

Related Practices