Home / Professionals / Kimberly Lennon

Kim Lennon joined the firm in 2016 with over 18 years experience working in the retirement plan industry. She is the primary contact for each of her clients and handles the daily operations of their retirement plans including annual compliance, required IRS and DOL filings and assisting with retirement plan design.

Kim relies on her knowledge of ERISA as well as IRS and DOL regulations and correction programs to proactively find resolutions to issues that arise during plan audits or normal plan operation.

Education

BSBA, The Ohio State University

Articles

From Kimberly

Article

2 Min Read

IRS Guidance Provides RMD Rollover Relief

Article

7 Min Read

CARES Act Impact for Retirement Plan Sponsors

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