Marisa Ahrens

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

• Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
• Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

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Professional Certifications and Education

• Certified Public Accountant
• AICPA Advanced Defined Contribution Plans Audit Certificate
• Saginaw Valley State University, Bachelor of Business Administration in Accounting

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Professional Membership

• American Institute of Certified Public Accountants
• Michigan Association of Certified Public Accountants

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Publications/Seminars

• Article: SECURE 2.0: Navigating the Key Provisions for Retirement Plans
• Article: Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
• Article: Does Your Employee Benefit Plan Need an Audit?
• Article: Three Key Areas to Review in Your Employee Benefit Plan Document
• Article: Maintaining and Retaining Employee Benefit Retirement Plan Records
• Article: Department of Labor Announces Inflation Adjustments for ERISA-Related Penalties
• Article: Understanding Retirement Plan Fees and Expenses
• Presentation: Retirement Plan Audits, Michigan Community Action Conference
• Presentation: MICPA EBP Annual Conference
• Presentation: Internal Controls in Small and Medium-Sized Businesses, MICPA CPEconomy Event
• Presentation: Applying COSO Standards in Small to Medium-Sized Enterprises, MICPA Spring Accounting & Auditing Conference
• Training: Internal trainings on employee benefit plans

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Community Involvement

• Mid-Michigan Children’s Museum, treasurer
• Saginaw County Business & Education Partnership, past treasurer (2015-2019)
• St. Lorenz Church, treasurer