Eric Carroll

Partner | RSM US LLP

Eric Carroll, CPA is a partner at RSM US LLP with over 15 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 on 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 of a large global bank 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 also spent time with a Big Four accounting firm, where he worked on audits with employee benefit plan clients from the Fortune 100.


Sessions

This session will discuss best practices for designing and monitoring a payroll audit program including techniques for completing a payroll audit and using payroll audits as part of the More

This session will discuss various investments that are commonly held by employee benefit plans including investment contracts and stable value products. The session will also cover relevant More