Accounting & Auditing Update: 2024 Employee Benefit Plans Conference

Corey Kohnle, Audit Director, Grant Thornton LLP

Corey is a Director in the New England Employee Benefit Plan Practice with over nine years of public accounting experience. Corey’s responsibilities on engagements have included the supervision and review of work performed by senior associates and junior staff; leading communications between the audit team, firm specialists, and clients; reviewing financial statements for conformity with U.S. GAAP; and identifying control deficiencies, as well as preparing recommendations for improvement to management. Corey’s auditing experience includes investments, contributions, benefit payments, claims, post-retirement benefit obligation, asset transfers, plan mergers, plan spin offs, annuity buyouts, and ERISA compliance. Corey has led and performed financial statement audits for various industries, with a variety of Employee Benefit Plans including full scope audits and ERISA Section 103(a)(3)(C) audits of 401(k), 403(b), defined benefit plans and health and welfare plans as well as 11k audits.

Jason Eddy, Managing Director, Grant Thornton, LLP

As the Practice Leader for Grant Thornton’s National Employee Benefit Plan Practice, Jason is responsible for providing services to some of Grant Thornton’s most complex employee benefit plan engagements across the U.S.

Jason has extensive experience in dealing with reporting and disclosure issues related to benefit plans. Jason serves as a technical resource for his firm on employee benefit plan auditing, accounting and reporting issues.

Jason is also responsible for delivering training to audit team members to support the overall National Employee Benefit Plan Practice. Jason is actively involved with the ongoing process of updating Grant Thornton’s employee benefit plan audit methodology, innovation tools and practice aids, and serves as a program leader and developer for the firm’s nationally developed employee benefit plan training programs. Prior to joining Grant Thornton in 2019, Jason was a Director within a Big Four accounting firm’s National Employee Benefit Plan and Asset and Wealth Management Practices.

Jason has over 20 years of experience leading large employee benefit plan engagement teams. He also has experience performing both peer reviews and internal inspections for other employee benefit plan engagements.