Kimberly Boberg focuses on taxation issues affecting retirement plans of public companies and governmental entities. Kimberly also has significant experience in creating tax-exempt entities and assisting such entities in maintaining that status. Kimberly’s retirement plan practice includes assistance in plan design and ongoing administration, preservation of plans’ tax-qualified status, and application of reporting and withholding rules. Kimberly has also helped clients establish new plans and assisted with corrections under the Internal Revenue Code.
Publications IRS Guidance Provides More Detail on Terminating 403(b) Plans Groom PublicationNovember 19, 2020
Publications Recent IRS Rulings Illustrate the Dangers of Creating Impermissible Cash or Deferred Arrangements in Governmental Plans Groom Benefits BriefMay 21, 2020
Publications IRS to Focus on Catch-Up Contributions in 403(b) and 457(b) Plans Groom Benefits BriefMay 20, 2020
Publications First Look: IRS Answers Frequently Asked Questions on CARES Act Retirement Provisions COVID-19 ResourceMay 5, 2020
Publications IRS Takes a Bite Out of the “One-Bad-Apple” Rule Journal of Pension BenefitsApril 23, 2020