Magen Koepp

Magen Koepp

Magen Koepp

Principal
Certified Public Accountant (CPA)
Phone: 651-621-8558
Location: Roseville

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

  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Minnesota Society of Certified Public Accountants (MNCPA)
  • Member of the MNCPA Employee Benefit Plan Review Task Force

Core Specializations

Employee Benefit Plans

Awards and Recognition

Finance and Commerce 2020 Top Women in Finance Honoree

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