How Jason got here
- Bachelor of Science in Business with an emphasis in Accounting from the Carlson School of Management at the University of Minnesota
- Joined the Rochester practice in December 1996
How Jason approaches work
“A high level of responsiveness and proven financial guidance lead to strong professional services relationships. It takes consistency in service and a commitment to continuing education to give clients the most current and important information.”
Talk to Jason
Related Service Resources
Searching for an audit firm can be a time-consuming and stressful task. However, it can be maneuvered easier if you know what to look for, have realistic expectations, and ask the right questions.
Starting in 2023, tax-exempt employers like schools, churches, governments, and other not-for-profit organizations can request an IRS determination letter for their 403(b) plans for the first time.
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.