Steve Salveson, CPA, CGMA

Principal | Red Wing Office

651-388-6414

How Steve got here

  • Bachelor of Science in Business from Montana State University, Bozeman
  • Joined the Smith Schafer team in 2005

How Steve approaches work

“Do what we can to meet or exceed client expectations and provide value for our clients.”

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Related Service Resources

Document Organization for Your 401k Plan Audit

Document Organization for Your 401k Plan Audit

As 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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