Kathy Doughten

CPA, ERPA

MCM Principal

502/882.4390

Kathy is a Principal with MCM CPAs & Advisors, providing consulting services to a variety of client related to all types of defined contribution plans.

Kathy has extensive experience in retirement planning options with 401(k) profit sharing plans, safe harbor features, new comparability / cross-tested plans, and employee stock ownership plans. Utilizing her 26 years in retirement planning, Kathy assists clients in determining the type of plan that is most beneficial for their needs. She also provides plan document and government forms preparation, compliance testing, and other administrative services. Prior to joining MCM in 1996, Kathy was employed by a national actuarial and consulting firm, where she also specialized in 401(k) plans.

Education
Professional Affiliations & Community Involvement
Registrations & Licenses
Related Services
Education
  • Bachelor of Science, Finance / Minor in Economics, University of Kentucky, Lexington, KY
Professional Affiliations & Community Involvement
  • President, Louisville Employee Benefits Council (LBEC)
  • Former Program Planning Committee Member, Louisville Employee Benefits Council
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
Registrations & Licenses
  • Enrolled Retirement Plan Agent (ERPA)
  • Qualified Pension Administrator (QPA)
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.