Marisa Ahrens, CPA
Principal
CPAs & Advisors
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
Professional Certifications and Education
- Certified Public Accountant
- Saginaw Valley State University, Bachelor of Business Administration in Accounting
- AICPA Advanced Defined Contribution Plans Audit Certificate
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Publications/Seminars
- Internal Controls in Small and Medium-Size Businesses at the MICPA CPEconomy Event
- Applying COSO Standards in Small to Medium-sized Enterprises at the MICPA Spring Accounting & Auditing Conference
- Presented various internal trainings related to employee benefit plans
- SECURE 2.0: Navigating the Key Provisions for Retirement Plans
- Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
- Does Your Employee Benefit Plan Need an Audit?
- Three Key Areas to Review in Your Employee Benefit Document
- Maintaining and Retaining Employee Benefit Retirement Plan Records
- Department of Labor Announces Inflation Adjustments for ERISA-related Penalties
- Understanding Retirement Plan Fees and Expenses
Articles:
Community Involvement
- Saginaw County Business & Education Partnership, past treasurer (2015-2019)
- Mid-Michigan Children’s Museum, treasurer
- St. Lorenz Church, treasurer