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Jill Schultz…

Jill Schultz Headshot

Jill L. Schultz, CPA

Audit Principal | Minneapolis Office





Financial Institutions


Construction & Real Estate



MNCPA Young Professionals

Minnesota Council of Nonprofits

Minneapolis Chamber

Executive Women’s Council

Ramsey County Sheriff’s Foundation Board of Directors

Association of Women Contractors

How Jill got here

  • Bachelor of Arts in Accounting from Luther College

  • Joined the Minneapolis practice in December 2004

How Jill Approaches Work

“Every client deserves to feel like they are your most important client and that their project is the most important thing you are working on.”


Talk to Jill

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.

read more