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Kim Kaald
Paralegal
Kim Kaald has extensive experience in the employee-benefits field, including plan design and drafting, compliance, plan corrections, employee communications, and plan mergers and terminations.
Kim's areas of focus include:
- Partners with clients to resolve day-to-day employee-benefits compliance issues by researching and explaining the provisions of plan documents and applicable law
- Designs and drafts employee-benefit plan documents and related materials
- Assists clients with both governmental audits and preventive self-audits of employee-benefit plans
- Drafts employee communications, such as summary plan descriptions, required notices, and other explanatory documents
- Assists clients in correcting operational errors, by using the IRS self-correction procedures and by preparing applications for relief under various governmental correction programs
- Provides guidance to clients during employee-benefit plan mergers and terminations, including the analysis of protected benefit issues
Education
- Focus on business topics, Edmonds Community College, 1984
Memberships & Affiliations
- Western Pension and Benefits Conference
Background
- Assistant Vice President/Senior Benefits Research and Communications Officer and other benefits positions, Human Resources, Seafirst Bank/Bank of America, Seattle,1985-1997
- Designed and administered benefit plans; drafted participant communications; ensured compliance with reporting, nondiscrimination testing, and disclosure requirements; facilitated plan mergers; and resolved operational issues
- Managed the automation of defined benefit plan calculations and worked as a member of a cash balance plan conversion team