Employee Benefit Plan Services

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MCM has an experienced Employee Benefits Service Team that has extensive experience working with both single and multi-employer benefit plans. Our services cover the full range of benefit plan needs from design and administration to the annual audit.

Plan Audits

Employee benefit plan audits have been a focus of our EBS team for the past 20 years, and we currently audit more than 125 employee benefit plans.

MCM is a member of the AICPA’s Employee Benefit Plan Audit Quality Center.  Membership allows us to stay on top of the ever-changing audit requirements related to employee benefit plans as well as providing up-to-date resources and is an example of our commitment to performing quality employee benefit plan audits. Additionally, MCM is a registered firm with the PCAOB, which qualifies us to audit plans that have a public filing requirement on Form 11-K with the SEC.

Our professionals are also a great resource when issues relating to plan operations, design and compliance are noted during the audit.

Retirement Plan Consulting and Administration

Our team has more than 25 years of experience assisting employers and self-employed individuals design and implement qualified retirement plans that fit their specific retirement goals, lifestyles and timetables. We offer comprehensive administration for 401(k) and profit sharing plans, including year-end reports to company management and participants, required compliance testing and Form 5500 preparation. We will also keep you informed of new and changing tax laws, accounting issues and operational considerations that may have a direct impact on your plan.

Let us help you begin planning your retirement benefit strategy and comply with your plan’s filing requirements to meet your fiduciary responsibility. Contact Patti Smith, CPA, Employee Benefit Services Director, 502.882.4434.

2006 Kentucky Society of CPAs Outstanding Society Service Award - John Chilton

2003 Kentucky Society of CPAs Distinguished Public Service Award - John Chilton

Certificate of Educational Achievement in Business Valuation - John Chilton

Earned designation as Certified Valuation Analyst (CVA) - Kevin Fuqua

2008 Outstanding Chair, KYCPA Small Business Committee - Stephen Lukinovich

Earned designation as Certified Valuation Analyst (CVA) - Stephen Lukinovich

Certified member of National Association of Certified Valuation Analysts - Diane Medley

Certified Collaborative Law Financial Professional - Diane Medley

Named by Business First in "Who's Who in Accounting/Finance" in 1995 - Diane Medley

Named Woman Business Owner of Distinction in 2004 - Diane Medley

Nominated for MediStar Award, 2007, 2008 - Cris Miller

Certified in Healthcare Compliance, 2007 - Cris Miller

Awarded Honorary Lifetime Membership Montana MGMA, 1990 - Cris Miller

Kentucky Society of CPA's Leadership Academy Graduate - Mark Schmitt

Leadership Frankfort Graduate - Mark Schmitt

Certified Medical Practice Executive - Steve Schulz

Partner in Health Care, Business First, 2007-2010 - Steve Schulz

Honorable Order of Kentucky Colonels - Stephen Schulz