Becky Barnett

QKA, QPA

Employee Benefits Manager

502.882.4320

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 and Certifications
Professional and Community Associations
Education and Certifications
  • University of Louisville
  • Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries
  • Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries
Professional and Community Associations
  • Member, Louisville Employee Benefits Council (LEBC)
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Volunteer, Dare to Care
  • Volunteer, Salvation Army

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