Stacey Spencer, QKC QKC

About Stacey

Stacey Spencer brings years of in-depth experience in qualified retirement plan management with a focus on 401(k) and cash balance plans – expertise combined with a client-focused approach that elevates the service experience for business owners and plan participants alike.

With years of hands-on experience as a third-party administrator (TPA), she specializes in designing, implementing, and managing retirement plan solutions that align with each client’s unique goals and operational structure.

Stacey consults directly with business owners to craft strategic plan designs, tailoring contribution structures to meet workforce needs and long-term financial objectives. She prepares customized retirement plan documents and proposals (non-financial advisory), and facilitates seamless coordination between employers, recordkeepers, payroll providers, and other stakeholders to ensure operational efficiency.

Her technical expertise encompasses full-scope annual plan administration—including census data management, contribution and asset reconciliation, compliance testing, and Form 5500 preparation. Stacey also assists with participant enrollments, plan distributions, and loans, maintaining a responsive, service-first philosophy that prioritizes accuracy, transparency, and education.

Known for her clarity and collaborative approach, Stacey excels at guiding clients through regulatory requirements and plan optimization strategies. Her strong foundation in retirement compliance allows her to break down complex plan rules and offer clear, actionable guidance.

She holds the Qualified 401(k) Consultant (QKC) designation through the American Society of Pension Professionals & Actuaries (ASPPA) and is a frequent contributor to professional conversations on retirement plan strategy, and she’s actively engaged with ASPPA, staying abreast of industry best practices and regulatory changes. Her insights have been featured in WorkSpan, the leading publication for HR and financial professionals.

Stacey’s commitment to delivering high-quality, technically sound retirement plan services—rooted in strong relationships and proactive communication—makes her a valued partner to business owners and a trusted resource in the retirement planning space.

Disclosure: Barnes Dennig Private Wealth Management is not affiliated with WorkSpan.