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About Our Services

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 SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

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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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Join us in person and online for events that address timely topics and key business considerations.

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Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH 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

Trinette Simon, CPA

Director, Assurance
tsimon@cohencpa.com
330.480.4648

Related Insights

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How These 8 Areas May Impact Your 2020 Employee Benefit Plan Audit

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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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