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Andrew Forliti…

Andrew R. Forliti, CPA

Audit Principal | Rochester Office

507-288-4571

  • AICPA
  • MNCPA
  • City Audit Review Task Force
  • Rochester Area Chamber of Commerce
  • SEMCIL Board of Directors
  • Channel One Finance Committee Member

How Andrew got here

  • Bachelor of Arts degree in Accounting from St. John’s University
  • Joined the Rochester practice in June 2010

How Andrew approaches work

“I believe listening to my clients is the most successful way to create a trusting relationship. I am committed to giving each of my clients the best services and advice possible.”

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Related Service Resources

document Organization for Your 401k Plan Audit

document Organization for Your 401k Plan Audit

s discussed in part two of our 401k blog series, one of the purposes of a retirement plan audit is to ensure the plan operates in compliance with both plan documents and IRS and DOL regulations. To do this, your auditor will request access to several documents. Some will be plan-specific documents, while others will be HR and related documents.

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401K PLAN AUDIT: Operational Compliance

401K PLAN AUDIT: Operational Compliance

Preparing for a 401k plan audit can be tedious, but you can help prepare for a successful audit with the proper knowledge and tools. In this installment, we will discuss the operational compliance of a 401k plan.

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