Kim is vice president – consulting at The Principal®. He has over 31 years of experience and has been in the retirement plan industry since 1983. His areas of expertise include ESOPs, 401(k) plans, and executive compensation planning. He uses his income tax and accounting background to help companies determine the feasibility of an ESOP, forecast repurchase obligations, and craft ESOP transactions designed to address each client’s unique needs and objectives.
Kim holds a Bachelor of Arts degree from Earlham College and a Master of Taxation degree from the University of Denver. He passed the CPA exam in 1985. He is a member of The ESOP Association, a current member of its Finance Committee, and an officer of its Northwest Chapter. He is also a member of the National Center for Employee Ownership (NCEO). In addition, he is a Past President of the Boise Chapter of the Western Pension & Benefits Conference. A frequent speaker on employee benefits and ESOP related topics, Kim has also written articles on technical ESOP issues for both The ESOP Association and the NCEO.
Prior to joining The Principal®, Kim led the ESOP practice at William M. Mercer & Associates. Kim also worked at McGladrey & Pullen and KPMG.