Multi-employer Employee Benefit Plan Audits

CPA

Nadia is an audit partner in the New York City office of WithumSmith+Brown, P.C. with over 23 years of audit and advisory experience. She is a certified public accountant in the District of Columbia and New York. She has worked with Fortune 100 clients in various industries such as manufacturing, retail, not for profit, unions, government, employee benefit plans and financial services- asset management providing accounting, attestation and advisory services. She has instructed at national, regional and local professional organizations on audit subject matters. Nadia is a graduate of Iona College, where she earned her Bachelor of Science in accounting. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). In 2018 and 2019, she was named in Crain’s magazine “Most Notable Women in Accounting and Consulting”. In 2017, she received National Association of Black Accountants Presidential Award for Leadership and Excellence. In 2013, she received the BTI- Client Service All-Star Award. In addition, she has received several mentoring and other professional awards. Nadia is very active in her community where she serves as the chairperson for the PACE University Career Opportunities in the Accounting Profession (COAP) program sponsored by the NYSSCPA to educate minority high school students to the accounting and finance industries. She is a member of the National Association of Black Accountants- New York Chapter. She is an active board member of the CUNY- Kingsborough College Association and Auxiliary Boards (Brooklyn, NY), the Aquinas All Girls High School Board (Bronx, NY) and the Yonkers Community Action Program (Yonkers, NY) whose mission is to assist low-income citizens in Yonkers out of poverty. Nadia is a peer mentor to rising seniors in college and post graduate students. In addition, she mentors other professionals rising in their careers. She frequently returns to Iona College to talk to rising students in the Hagan School of Business. Nadia has led various initiatives during her career to support, provide counsel, and to uplift African-American and other minority professionals in their career. “To God be the Glory.” “To Whom Much is Given, Much Will Be Required (Luke 12:48)”

CPA

Eric Carroll, CPA is a partner at RSM US LLP with over 18 years of employee benefit plan accounting and auditing experience. He has extensive technical knowledge and experience with audits of employee benefit plans. His responsibilities at the firm include leading audit engagements, handling research on technical issues, and serving as the New York practice leader in employee benefit plans. Outside of the firm, Eric currently serves as chair of the AICPA's task force for multiemployer benefit plan audits where he is heavily involved in the task force’s objective of authoring a new AICPA employee benefit plan guide book chapter on accounting and auditing of multiemployer benefit plans. Eric regularly advises trustees, boards, CFOs, controllers and human resource management on all aspects of employee benefit plan audits. He has experience in auditing most plan types, including single multi and multiple employer plans, defined contribution plans including 401(k) and 403(b), defined benefit pension plans and health and welfare plans, as well as significant experience in the accounting and auditing of the fair value of alternative investments commonly found in these plans. Eric currently serves clients that require both full-scope and limited-scope audits of plans ranging in size from just over 100 participants to over 30,000 participants, as well as plans with net assets ranging from $5 million to more than $5 billion. His past experience includes working in corporate finance at a large financial institution, focused on the financial accounting for employee benefit plans with more than $10 billion in investments and over 100,000 participants. Prior to joining RSM, Eric spent time with a Big Four accounting firm, where he worked on audits with employee benefit plan clients from the Fortune 100.