Kimberly A. Reed

CPA Partner, Market Leader, Employee Benefit Plans

Contact Kimberly

(617) 413-4408 Braintree, MA

Get to Know Me

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.

Service Expertise

Employee Benefit Plan Services

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education and Professional Affiliations

Education:

BS, Accounting, Stonehill College

Professional Affiliations:

Member, American Institute of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MassCPAs)

Authored Insights

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Withum's Employee Benefit Plan Services team works with not-for-profit sponsors where payroll spans multiple employee groups and pay types, aligning the plan document, the payroll codes, and the contribution calculations strengthens compliance and removes surprises from the audit. Reach out to your Withum advisor or contact us directly to discuss your plan.

Definition of Compensation: A Common Risk for Not-for-Profit Employee Benefit Plan Sponsors

For many plan sponsors, the definition of compensation seems straightforward. If everyone is paid a salary, determining compensation can be simple. However, in practice, compensation is one of the most critical and complex elements of plan administration. It is the foundation for participant deferrals, employer matching contributions, nonelective and profit-sharing contributions, forfeiture allocations and a…

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 5500 on your behalf, you are ultimately responsible for ensuring that your Form 5500 is filed timely. If your plan requires an audit, make sure…

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 the audit package, which includes a collection of reports detailing the plan’s operations for the year. Following is a list of items that auditors will…