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.

Certifications & Licensure

Professional Affiliations

Community Activities

Education

BSBA, The Ohio State University

Industry & Service Specialization

Articles

From Kimberly

Article

2 Min Read

SECURE Act Provisions for Long-Term Part-Time Employees

Article

2 Min Read

IRS Guidance Provides RMD Rollover Relief

Article

7 Min Read

CARES Act Impact for Retirement Plan Sponsors

Featured Articles

Article

2 Min Read

Supply chain software can help digitize the dilemma

Article

2 Min Read

Oversight and controls are key to limiting fraud in nonprofits

Article

2 Min Read

Standard business mileage rate will increase for the second half of 2022

Article

2 Min Read

Proposed regulations for inherited IRAs bring unwelcome surprises

Article

2 Min Read

Get your piece of the depreciation pie now with a cost segregation study

Article

2 Min Read

Navigating the New Data Privacy Landscape

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