Dale Stevens, APA: ESOP Trustee Services
Financial Services - Spokane Valley, Washington, United States
Dale Stevens, APA: ESOP Trustee Services Employees
Dale Stevens, APA: ESOP Trustee Services Details
Qualified & Experienced ESOP ExpertWith more than 30 years experience in working with ESOPs and other qualified retirement plans, Dale Stevens has an experienced working knowledge of ERISA, Internal Revenue Service Tax Code (as it applies to Qualified Retirement Plans), Business Valuation and Appraisal, Corporate Governance, Transaction Mechanics and ESOP Mechanics.Dale has worked with and for employers ranging from 1 to 5,000 employees. He can clearly communicate various business strategies and has the ability to translate technical jargon into easily understood language.Dale is an Accredited Pension Administrator (APA) with the National Institute of Pension Administrators. He is also a managing member of Break-Thru Benefits, LLC, located in Spokane, Washington. Break-Thru Benefits, LLC, provides ESOP recordkeeping and compliance administration for small- to mid-sized employers.Dale is a member of the ESOP Association, the National Center for Employee Ownership and an Associate Member of the American Bar Association.
Dale Stevens, APA: ESOP Trustee Services Technologies
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