Nathan j. agre , CPA
Audit Principal | Minneapolis Office
952-920-6603
AICPA
MNCPA
Minnesota Construction Association
Minneapolis Chamber of Commerce
How Nathan got here
- Bachelor of Accounting and Business Administration degree from Northwestern College
- Joined the Smith Schafer Minneapolis practice with the merger of BPKZ in January 2017
How Nathan approaches work
“I enjoy building relationships with clients in order to understand their business or mission and how we can help them positively impact people and communities.”
Related Service Resources
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.
401k Plan Audit: Form 5500 and Audit Financial Statements
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.
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.