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2016-08-10T00:00:00.000Z

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Stacey Spencer L.

Manager

Employee Benefits Services Group

HQ Phone: (408) 978-1000

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Employee Benefits Services Group

2542 S. Bascom Avenue Suite 100

Campbell, California 95008

United States

Company Description

EBSG works with school districts and their Third Party Administrators to provide ongoing education concerning their 403(b) and 457 plans, via individual meetings and group seminars. Our organization serves as a resource to the plans and our field represen ... more

Find other employees at this company (29)

Background Information

Employment History

Manager, Employee Benefit Services

Greenwalt Sponsel & Co. , Inc.

Affiliations

Member
American Society of Pension Professionals & Actuaries

Web References (129 Total References)


General | Greenwalt CPAs, Inc. - CPAs and Business Advisors

www.greenwaltcpas.com [cached]

Stacey Spencer

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by Stacey L. Spencer, QKA Manager, Employee Benefit Services In his January 28, 2014 State of the Union Address, President Obama announced the creation of the new "MyRA" or My Retirement Account.


IRS | Greenwalt CPAs, Inc. - CPAs and Business Advisors

www.greenwaltcpas.com [cached]

Stacey Spencer

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By Stacey Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group The Internal Revenue Service recently announced the cost-of-living adjustments (COLA) for tax year 2014, that apply to dollar limits for 401(k) and other retirement plans.
...
By Stacey L. Spencer, QKA | Manager, Employee Benefit Services Have you had to reduce your workforce during 2012?


Employee Benefits | Greenwalt CPAs, Inc. - CPAs and Business Advisors

www.greenwaltcpas.com [cached]

Stacey Spencer

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By Stacey Spencer, QKA | Manager, Employee Benefits Group and Tim Ayler, CPA | Partner, Team Member of the Employee Benefits Group On April 4, 2014, the IRS issued Notice 2014-19 which responded to several questions lingering about how qualified retirement plans should apply the United States Supreme Court case State v. Windsor which stuck down part ...
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By Stacey Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group The Internal Revenue Service recently announced the cost-of-living adjustments (COLA) for tax year 2014, that apply to dollar limits for 401(k) and other retirement plans.
...
By Stacey L. Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group A fidelity bond is a form of insurance protection that covers the employer for losses incurred as a result of fraudulent or dishonest acts by the individuals specified under the bond.
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By Stacey L. Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group On June 27, 2013 Chairman Max Baucus and Ranking Member Orrin Hatch U.S. Senate Committee on Finance wrote an open letter to their colleagues in the Senate regarding tax reform.
...
by Stacey L. Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services 401(k) plans are now the most popular type of retirement plan in the US.
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By Stacey L. Spencer, QKA | Manager, Employee Benefit Services Have you had to reduce your workforce during 2012?


Retirement | Greenwalt CPAs, Inc. - CPAs and Business Advisors

www.greenwaltcpas.com [cached]

Stacey Spencer

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by Stacey L. Spencer, QKA | Manager, Employee Benefits Group 317.260.4421 Women often reach retirement age with fewer pension benefits and retirement assets than men.


Employee Benefits | Greenwalt CPAs, Inc. - CPAs and Business Advisors

www.greenwaltcpas.com [cached]

Stacey Spencer Resources

...
By Stacey Spencer, QKA | Manger, Employee Benefits Group and Tim Ayler, CPA | Partner, Team Member of the Employee Benefits Group On April 4, 2014, the IRS issued Notice 2014-19 which responded to several questions lingering about how qualified retirement plans should apply the United States Supreme Court case State v. Windsor which stuck down part ...
...
By Stacey L. Spencer, QKA and Tim Ayler, CPA | Team Members of the Employee Benefit Services Group A fidelity bond is a form of insurance protection that covers the employer for losses incurred as a result of fraudulent or dishonest acts by the individuals specified under the bond.
...
By Stacey L. Spencer, QKA | Manager, Employee Benefit Services Have you had to reduce your workforce during 2012?
...
by Stacey L. Spencer, QKA | Manager, Employee Benefit Services Group The Social Security Administration (SSA) recently announced cost-of-living adjustments (COLAs) for 2012.
...
by Stacey L. Spencer, QKA | Manager, Employee Benefits Group 317.260.4421 Women often reach retirement age with fewer pension benefits and retirement assets than men.
...
by Stacey L. Spencer, QKA | Manager, Employee Benefit Services Group The retirement plan industry is overloaded with hidden fees and as a result, employers often think they are getting 401(k) administration for free. But in reality, the administration fees are concealed in the insurance contracts or mutual funds.
...
by Stacey L. Spencer, QKA, Manager, Employee Benefits Services Group Effective January 14, 2010, the Department of Labor (DOL) has established a final safe harbor rule as to what constitutes a timely deposit of participant contributions to small employee benefit plans (those with fewer than 100 participants). To be considered timely, employee contributions, ... Read more →

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