Kimberly Flett

Managing Director, National Practice Leader | BDO

Kim is a managing director in BDO’s Compensation and Benefit Services practice. With over 20 years of experience in ERISA, she supervises a team of professionals and is responsible for all aspects of qualified plans including government and tax compliance, ERISA consulting, technical review, internal quality control, and retirement plan design and administration. Kimberly is also responsible for medical plan consulting, including welfare benefit and specializes in the Affordable Care Act and is an integral part of the leadership team in the Firm’s growing defined benefit practice. She is a tax compliance expert for the Firm’s Assurance Employee Benefit Practice in addition to a technical advisor for the Firm’s national compliance help desks. She is also a business development leader for the Compensation and Benefits global team nationally. Kim is a frequent writer and lecturer including speaking at the AICPA’s annual Employee Benefit Conference.
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants, Employee Benefits Tax Technical Resource Panel and Health Reform Task Force, Chair
American Society of Pension Professionals & Actuaries
Leadership Akron Community Leadership Institute, Class of 2012
National Tax-Deferred Savings Association, Editorial Committee

EDUCATION
B.S., Accounting and Education, Cleveland State University
Master of Taxation Candidate, William Howard Taft University


Sessions

This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions and Form 5500 and related schedules' More

An in-depth look at 401(k) plan testing and alternatives including APD/ACP testing from a tax perspective. These compliance tests are complicated and this session can assist auditors in become More

Session will examine the importance of Sections 404(c) and 404(a)(5) and the application in qualified plans to help facilitate the auditor's procedures.

Learning Objectives: