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This profile was last updated on 10/10/13  and contains information from public web pages and contributions from the ZoomInfo community.

Stacey L. Spencer

Wrong Stacey L. Spencer?

Manager , Employee Benefit Servic...

Local Address: Greenwood, Indiana, United States
Greenwalt CPAs Inc
5342 West Vermont Street
Indianapolis, Indiana 46224
United States

Company Description: We strive to provide our clients with a no-nonsense honest approach to their technology needs. We will deliver peace of mind by proactively helping our clients...   more

Employment History

  • Position, Employee Benefits Administration Field
    Greenwalt CPAs Inc
  • Manager
    Employee Benefits Services Group
44 Total References
Web References
Stacey ..., 10 Oct 2013 [cached]
Stacey Spencer Resources
Stacey ..., 25 July 2010 [cached]
Stacey Spencer Resources
Stacey Spencer
Stacey has been working in the employee benefits administration field for over 20 years.
Stacey's experience is in the administration of both traditional and daily-balanced defined contribution plans, concentrating on 401(k) plans. Her experience also includes plan design and preparation of plan documents including amendments and restatements; calculation of annual contributions; benefit calculations; financial reconciliation of plan assets; compliance testing mandated by Internal Revenue Code; and preparation of Internal Revenue Service annual information returns.
Stacey is a member of the American Society of Pension Professionals Actuaries (ASPPA) and has achieved their designation of Qualified 401(k) Administrator. Stacey is continuing her professional education through ASPPA to achieve additional credentials. In addition, she stays current on employee benefit issues and changes through annual technical meetings and seminars sponsored by ASPPA and other experts in the field.
Stacey is recognized as a technical expert and a highly analytical thinker by peers. She is a guest speaker and has authored articles on employee benefit topics. Most recently, her work was published in WorkSpan, a periodical for human resource managers.
Stacey is active in various non-profit and civic activities. As a volunteer Court Appointed Special Advocate through Child Advocates, Stacey investigates the cases of abused and neglected children and provides written reports and recommendations.
Stacey Spencer Manager, Employee Benefits Office: 317-260-4421
Greenwalt CPAs, Inc. - CPAs and Business Advisors, 12 Sept 2012 [cached]
By Stacey L. Spencer, QKA, Manager, Employee Benefit Services | Tim Ayler, CPA, Partner, Director Employee Benefit Services Group
If you would like assistance regarding correction of failure to suspend deferrals following a hardship, please contact Stacey L. Spencer at 317-260-4421 or
by Stacey L. Spencer, QKA | Manager, Employee Benefit Services Group
Stacey ..., 25 July 2010 [cached]
Stacey Spencer Resources
By Stacey L. Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group
If you would like more information on this, please contact Stacey Spencer or Tim Ayler.
Stacey L. Spencer, QKA | Manager, Employee Benefit Services Group | | 317-260-4421 |
Tags:Bond Coverage, Bonding, Employee Benefits, ERISA, Stacey Spencer, Tim Ayler
Are You Including All Eligible Employees in Your 401(k) Plan? [cached]
by Stacey L. Spencer, QKA | Manager, Employee Benefit Services Group
Please contact Stacey L. Spencer in our Employee Benefits Department at 317-260-4421 or
Posted in Employee Benefits | Tags: 401(k), common mistakes, Deferral Election Form, eligibility, eligible, Stacey Spencer, W-2
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