Magen is a Principal and Employee Benefit Plan Specialist in the Audit and Accounting Department of the Roseville office of Olsen Thielen and specializes in employee benefit plan auditing and compliance services.
Experience
- Conducts and supervises ERISA audits
- Assists clients in plan document design, implementation, and compliance review
- Provides third party administration for retirement plans
- Performs required non-discrimination testing for cafeteria plans
- Prepares and files Forms 5500, including related 8955-SSA Forms and Summary Annual Reports
- Provides various employee benefit plan consulting services and training to client’s management, accounting, and plan administration staff, including guidance through correction of instances of non-compliance and implementing plan document amendments
- Coordinates employee benefit plan consulting and needed document changes with third-party investment custodians, trustees, and administrators, on the client’s behalf (when plan document is held outside of Olsen Thielen & Co., Ltd.)
- Handles notices received from the Internal Revenue Service or Department of Labor on the client’s behalf
Education
Bachelor of Science in Accountancy from Gustavus Adolphus College, St. Peter
Affiliations
- American Institute of Certified Public Accountants (AICPA) member
- Minnesota Society of Certified Public Accountants (MNCPA) member
- MNCPA Employee Benefit Plan Review Task Force member
Core Specializations
Employee Benefit Plans
Awards and Recognition
Finance and Commerce 2020 Top Women in Finance Honoree