Becky Barnett

QPA, QKA

MCM Employee Benefits Manager

502.882.4320

Becky Barnett is an Employee Benefits Manager at MCM CPAs & Advisors

Becky has been with the firm for more than 15 years. She provides administration services for all types of Defined Contribution Plans. This includes preparing annual reports, filing required tax returns, fielding day to day participant calls regarding retirement plans, and ensuring compliance with relevant regulations. Becky also calculates employer match and profit share contributions, based on plan specifications.

Education
Professional Affiliations and Community Involvement
Registrations and Licenses
Related Services
Education
  • University of Louisville, Louisville, KY
Professional Affiliations and Community Involvement
  • Member, Louisville Employee Benefits Council (LEBC)
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Volunteer, Dare to Care
  • Volunteer, Salvation Army
Registrations and Licenses
  • Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries
  • Qualified 401k Administrator (QKA), American Society of Pension Professionals and Actuaries
Related Services
  • Retirement Plan Services

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.