- Audit & attest services
- Business consulting
- Financial reporting
- Risk assessments & internal controls
- AICPA
- MNCPA
- Minnesota Electrical Association
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.”
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.