Ann M. Kim

Background

About Ann M. Kim

Accomplished Employee Stock Ownership Plan (ESOP) executive with 20+ years of experience in both major law firms and as an executive in an ESOP company. Counsels business owners and boards of directors on the financial and legal aspects of ESOPs while educating employee-owners on ESOP benefits, retirement plans, and nonqualified deferred compensation plans. Notable Skills & Qualifications Provides support and counsel to teams directly serving clients as an ESOP subject matter expert Resource on deferred compensation programs, long- and short-term incentive compensation, and equity plans, including insights on IRS Code Section 409A compliance Delivers ESOP training to all levels of colleagues and clients, including financial advisors and ESOP company employees Guides and supports clients in selling business to an ESOP, educates clients on business transitions, and ensures clients are informed of new and proposed statutory and regulatory developments in employee benefits laws Builds and maintains positive relationships with client organizations through regular outreach, prompt request processing, effective problem solving, and a commitment to cultivating exceptional customer experiences.