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.