learn a little about
How Tim got here
- Bachelor of Accounting degree from Academy College
- Joined the Edina practice (now Minneapolis) with the acquisition of Graves, McKenna, Lundeen & Almquist PLLP in 2007
How Tim approaches work
“I develop an understanding of the client’s business needs and expectations and building on that relationship by providing quality and timely services.”
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Related Service Resources
Creating and operating a business usually starts with a great idea, capital investment by one or multiple owners, and hard work. While the main focus of an owner should be on day-to-day operations, there are always items that should be in the back of their mind for events down the road.
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.