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.
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.
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.
is recognized as a technical expert and a highly analytical thinker by peers.
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.
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.
Manager, Employee Benefits