Stacey Spencer

Manager, Employee Benefit Services

Office: 317-260-4421

Practice Areas:

  • Employee Benefits
Education: Holmes Community College

Stacey has been working in the employee benefits administration field for over 20 years. 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.

  • Background and Education
    • Graduated with a Liberal Arts degree from Holmes Community College, Ridgeland, MS in 1987
  • Titles and Responsibilities
    • Administration of both traditional and daily-balanced defined contribution plans, concentrating on 401(k) plans
    • 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
      • Preparation of Internal Revenue Service annual information returns
    • Stays current on employee benefit issues and changes through annual technical meetings and seminars sponsored by ASPPA and other experts in the field
  • Outside the Office
    • Member of the American Society of Pension Professionals Actuaries (ASPPA)
      • Achieved their designation of Qualified 401(k) Administrator
      • Continuing her professional education through ASPPA to achieve additional credentials
    • Active in various non-profit and civic activities
      • Volunteer Court Appointed Special Advocate through Child Advocates
        • Investigates the cases of abused and neglected children and provides written reports and recommendations