Audits of 401(k) Plans

Alan D. Ross, CPA

Alan D. Ross, CPA is the founder and President of Alan Ross & Company, PC, which is a CPA firm located in Reading, Pennsylvania.  He is a 1978 graduate of Albright College, where he earned his BS in Accounting. He is a member of the adjunct faculty of Albright College, where he teaches accounting and auditing courses. 

In 1985, he founded Alan Ross & Company, PC, where he provides a wide range of accounting, auditing and tax related services for a variety of employee benefit plan clients.  He currently provides auditing services for a number of employee benefit plans, including very large plans with thousands of participants.  His firm provides consulting services relative to the design and formation of employee benefit plans, as well as administrative services and compliance services in connection with administering small plans for closely held companies. They also provide auditing services for large plans, including 401(k) Plans, Defined Benefit Pension Plans, Defined Contribution Retirement Plans (including money purchase and profit sharing plans), and a variety of Health and Welfare Plans. Alan Ross & Company, PC provides services for single employer plans and multiemployer plans. 

Mr. Ross serves as an instructor who teaches Continuing Educational Courses for the American Institute of Certified Public Accountants.  He currently teaches the courses Employee Benefit Plans Audit and Accounting Essentials, Audits of Defined Contribution Plans and Audits of 401(K) Plans. He has taught these courses for state societies throughout the country. He has been recognized by the American Institute of Certified Public Accountants as an authority in this specialized area of practice, and was appointed as a member of the AICPA Employee Benefit Plans Expert Panel in 2003.  He currently serves as a member of the PICPA Employee Benefit Plan Committee.  He also recently served on an AICPA task force to draft a primer on multiemployer plans. Mr Ross has also been identified as one of the top AICPA instructors in 2016.