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Ryan Koch
Principal
CPA
ryan.koch@mossadams.com
(408) 558-7635
My Profile

Industry Expertise

Asset Management Technology

Practice Focus

Employee Benefit Plans Financial Statement Audits Reviews & Compilations

Biography

Ryan has practiced public accounting since 2001, primarily serving alternative investment funds and their investment advisors, including Small Business Investment Companies (SBIC) funds and emerging cryptocurrency investment issues. He has significant expertise in working with many types of investment vehicles and classes, particularly in valuation, as well as strategies used by investment companies.

Ryan also specializes in all aspects of employee benefit plan audits, including 401(k) plans, pension plans, health and welfare plans, and SEC 11-K filing requirements. He has presented at regional and national conferences as an employee benefit plan audit authority to plan sponsors, plan advisors, and other CPAs on topics such as audit compliance, fiduciary responsibility, and overall best practices.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BA, business economics (emphasis in accounting), University of California, Santa Barbara

Insights from Ryan Koch

Alert
The SEC Proposes Amendments to Form PF
The SEC issued Release Number IA-5950, which proposes to amend Form PF reporting requirements for certain advisors.
Alert

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.