learn a little about

Jason Miller…

Jason Miller, CPA

Audit Principal | Minneapolis Office

952-920-6603

  • AICPA
  • MNCPA
  • Club Secretary – Mounds View/New Brighton Rotary Club
  • White Bear Area Chamber of Commerce

How Jason got here

  • Bachelor of Arts in accounting from the University of Wisconsin-Superior
  • Joined the firm in December 1994

    How Jason approaches work

    “You cannot provide the highest quality of service to clients by taking shortcuts. Take time to find the source of problems and help fix them. Stay sensitive to the client’s needs and be respectful of their time.”

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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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