Employee Benefit Plan Audit
Plans make employees smile.
Does your auditor do the same for you?
The benefits area is dynamic and change is congressionally controlled. Anyone can read the rules related to benefit plans, but very few have the depth to understand how the rules may be applied.
Kaufman Rossin anticipates changes and help clients align their business, employee and regulatory goals.
Many South Florida companies rely on us to audit their employee benefit plan financial statements efficiently, ensuring their compliance with the IRS and Department of Labor regulations is cost-effective.
Kaufman, Rossin is a member of the AICPA Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans.
Our Professionals




Christina Pena, CPA
Senior Manager, Assurance & Advisory Services
Miami
Christina joined the firm in 2012. She works on a variety of assurance and accounting engagements to assist businesses in all stages of growth, putting her accounting experience and understanding of business to work for the firm's audit clients.
She earned a Bachelor and M…
Jill Masur, CPA
Principal, Assurance & Advisory Services
Ft. Lauderdale
She works closely with publicly traded companies and specializes in SEC audits, SEC compliance and broker-dealer audits. She also lead’s the Firm’s Employee Benefit Plan Practice with specific expertise in employee benefit plan audits and compliance.
Before joining Kaufman Rossin in 20…
Joseph Yoh, CPA
Principal, Financial Services
Miami
He has extensive experience providing audit and assurance services to public and private entities with a focus in the financial services field, including hedge funds, private equity funds, real estate funds, and registered investment advisors. He also performs employee benefit plan audits. He pla…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
She is a co-founder of the Firm’s Diversity Initiative and Kaufman Rossin Empowering Women, which fosters an inclusive culture that encourages different perspectives and enables all employees to thrive. She is passionate about mentoring, guiding and training young professionals. She is involved in…




Christina Pena, CPA
Senior Manager, Assurance & Advisory Services
Miami
Christina joined the firm in 2012. She works on a variety of assurance and accounting engagements to assist businesses in all stages of growth, putting her accounting experience and understanding of business to work for the firm's audit clients.
She earned a Bachelor and M…
Jill Masur, CPA
Principal, Assurance & Advisory Services
Ft. Lauderdale
She works closely with publicly traded companies and specializes in SEC audits, SEC compliance and broker-dealer audits. She also lead’s the Firm’s Employee Benefit Plan Practice with specific expertise in employee benefit plan audits and compliance.
Before joining Kaufman Rossin in 20…
Joseph Yoh, CPA
Principal, Financial Services
Miami
He has extensive experience providing audit and assurance services to public and private entities with a focus in the financial services field, including hedge funds, private equity funds, real estate funds, and registered investment advisors. He also performs employee benefit plan audits. He pla…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
She is a co-founder of the Firm’s Diversity Initiative and Kaufman Rossin Empowering Women, which fosters an inclusive culture that encourages different perspectives and enables all employees to thrive. She is passionate about mentoring, guiding and training young professionals. She is involved in…




Christina Pena, CPA
Senior Manager, Assurance & Advisory Services
Miami
Christina is a manager in Kaufman Rossin's Assurance Services practice, where she works with companies from startups to multi-state and multi-national corporations across various industries.
Jill Masur, CPA
Principal, Assurance & Advisory Services
Ft. Lauderdale
Jill Masur’s extensive knowledge of corporate operations, finance and internal controls allows her spearhead audit, accounting and consulting engagements, as well as to identify opportunities for her clients to restructure operations and streamline business processes. Her clients include businesse…
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…




Christina Pena, CPA
Senior Manager, Assurance & Advisory Services
Miami
Christina is a manager in Kaufman Rossin's Assurance Services practice, where she works with companies from startups to multi-state and multi-national corporations across various industries.
Jill Masur, CPA
Principal, Assurance & Advisory Services
Ft. Lauderdale
Jill Masur’s extensive knowledge of corporate operations, finance and internal controls allows her spearhead audit, accounting and consulting engagements, as well as to identify opportunities for her clients to restructure operations and streamline business processes. Her clients include businesse…
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…
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