Employee Benefit Plans
Confidently meet plan requirements
DEDICATION TO QUALITY
As a member of the Employee Benefit Audit Quality Center of the American Institute of Certified Public Accountants, we are committed to maintaining the highest standards of audit quality while staying on top of changing technical requirements and pronouncements.
We perform all work in accordance with GAAP, DOL requirements, and PCAOB standards for plans subject to SEC reporting requirements. Our strong working relationships with numerous retirement plan industry service providers and a strict quality assurance process enable top-notch service.
How we can help
CohnReznick audits more than 800 employee benefit plans ranging in size from 100 to 90,000 participants. Our specialized audit services cover a range of plans subject to GAAP, U.S. Department of Labor, and Public Companies Accounting Oversight Board (PCAOB) standards for plans subject to SEC requirements.
Whether your plan requires a full-scope audit or is eligible for the limited-scope audit exemption, we can help you with audit services that cover:
- 401(k) plans
- 401(a) plans
- 403(b) plans
- Employee stock ownership plans (ESOP)
- Multiple employer plans
- Defined benefit pension plans
- Cash balance pension plans
- Health and welfare plans
- Money purchase pension plans
- Pooled employer plans
Client benefits
We audit more than 850 employee benefit plans, ranging in size from 100 to 90,000 participants, placing us among the top 1% of accounting firms in the country that participate in this specialized audit area. Our depth of practice allows us to deliver cost-effective solutions, and clients benefit from consistent engagement teams that provide timely audit services with minimal disruption to daily operations. Our experienced teams also offer value-added suggestions for improving operating efficiencies and reducing plan administration costs. Additionally, we deliver exceptional audit services anywhere – whether remote or on-site – making sure geography is never a barrier to success.
Related services
Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.
Any advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues. Nor is it sufficient to avoid tax-related penalties. This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice specific to, among other things, your individual facts, circumstances and jurisdiction. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.