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- Financial Institutions
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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.”
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Related Service Resources
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.
Your business is growing, and so is your 401k plan. But when a plan reaches a specific size, it must be audited by an independent accounting firm.
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.