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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Assurance Services

Employee Benefit Plan Audits

Experienced Team for Your Employee Benefit Plan Audit

Our dedicated team conducts audits of 401(k)s, employee stock ownership plans (ESOPs), defined benefit plans (frozen and active), and 403(b)s for companies of all sizes. Our technical expertise comes from our experience of auditing more than 100 plans each year, serving as an active member of the AICPA Employee Benefit Plan Audit Quality Center, attending national and state conferences, and completing numerous hours of annual training specific to benefit plans.

Our Employee Benefit Audit Services

Below are some of the ways we assist plan sponsors and fiduciaries: 

  • Plan audits (>100 eligible participants)

  • Assistance with Department of Labor or IRS audits

  • Preparation of Form 5500

  • Affordable Care Act (ACA) reporting and tax concerns

Meet Our Leadership

Jessica Foster, CPA, MSA

Senior Manager, Cohen & Co Advisory, LLC
jfoster@cohenco.com
330.480.4676

Related Insights

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New Calculation Method May Result in Fewer Employee Benefit Plan Audits Moving Forward

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Is Your Third Party Administration for Your 401(k) Plan a Trustee or Custodian?

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4 Questions Employee Benefit Plan Fiduciaries Should Know the Answers to

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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