How Citrin Cooperman Can Help

Citrin Cooperman’s Employee Benefit Plans (EBP) Practice conducts audits of single and multi-employer plans, defined benefit plans (inclusive of church plans), health and welfare plans, and defined contribution plans including 401(k) plans, 403(b) plans, and money purchase pension and profit-sharing plans. Our EBP professionals provide expertise and industry knowledge to employee benefit plan sponsors of all sizes. Citrin Cooperman is a member of the AICPA Employee Benefit Plans Audit Quality Center (“EBPACQ”) and serves over 350 plans ranging in size from 120 to 10,000+ participant accounts and plan assets of $4 million to $32 billion.

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.

• ERISA 103(a)(3)(C) audits of a plan’s financial statements
• Non-ERISA 103(a)(3)(C) audits of a plan’s financial statements
• Payroll audits for multiemployer plans
• Preparation of GAAP basis financial statements
• Preparation of financial statements on the basis of accounting other than GAAP