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With over 26 years of experience, Kimberly specializes in employee benefit plans. She manages accounting, auditing and tax services for a wide range of clients and has extensive experience in the automotive industry.

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Latest Thinking

clock and calendar. upcoming due date
When Is My Form 5500 Due?

As a plan sponsor, you are responsible for ensuring that your plan’s Form 5500’s annual filing is on time. Even if your third-party administrator or someone else files the Form […]

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audit preparation
Early Preparation Tips to Streamline Your Employee Benefit Plan Audit

It is never too early for plan sponsors to start thinking about the organization’s employee benefit plan audit. Generally, audits can’t begin until the spring, when the recordkeepers have provided […]

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clipboard with 401k plan retirement concept
A Closer Look at Your 401(k) Plan

Now that the ink has dried on your corporate tax return, it is time to consider your next important tax filing. If you sponsor a 401(k) plan with a December […]

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