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.
Learn more about my professional experience and how I spend my time outside the firm.
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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…
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…
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 year-end, it is important to remember that your Form 5500 and audited financial statements, if required, are due July 31 with the option to file…