Memberships
Mr. Spencer’s expertise is in: employee benefit plan design, implementation, and administration; employee benefits tax compliance, reporting, and disclosure; and benefit plan due diligence in conjunction with mergers and acquisitions. He works directly with senior human resource, finance, and tax executives in various industries ranging in size from privately-held middle market companies to Fortune 500 corporations.
His work has included the following areas in addition to those mentioned above:
• Employee benefits tax and ERISA matters
• Post M&A integration of benefit plans
• Benefit plan compliance reviews (and corrections consultation)
• Form 5500 preparation oversight
• Technical support for employee benefit plan financial audits
• IRS/DOL plan audit assistance
• Affordable Care Act compliance
Mr. Spencer consults in various areas of employee benefits, such as:
• Qualified retirement plans
• Non-qualified deferred compensation plans
• Taft-Hartley plans
• Health & welfare plans
• Fringe benefit plans
He is a frequent presenter at professional association seminars on current employee benefits matters and has written various articles on the subject. Mr. Spencer supervises, trains, and mentors managers, senior consultants, and firm staff. He has provided technical expertise to tax and audit professionals throughout the United States and Canada.
Mr. Spencer can be reached at 216.765.6934 or by email here
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
WEB Network of Benefits Professionals
International Foundation of Employee Benefit Plans
The ESOP Association
Ohio Employee Ownership Center