Home About Us ESOP Services Offices What is an ESOP? ESOP Information Live ESOP Seminars Free Preliminary Analysis Contact Us Annual Administration Staff Our full service ESOP administration group provides fast, reliable and accurate ESOP administration and ESOP recordkeeping services for nearly 1,000 ESOPs nationwide. Our staff of trained and experienced administrators can handle all of your ESOP recordkeeping needs no matter how complex or complicated. All of our administrators have been trained as accountants and/or CPAs, and their average years of service with the Menke Group is in excess of 13 years of service. Victor Alvaro Manager – Atlanta Office valvaro@menke.com | (415) 318-1050 Victor Alvaro has been involved in employee benefits specializing in qualified plan administration since 1980. Prior to joining Menke & Associates, Inc. in 1994, he was first exposed to the administration of Defined Benefit Plans and the actuarial requirements relating to such Plans. In addition, he was involved in the design, installation and administration of numerous Defined Contribution Plans including Profit Sharing, Money Purchase, 401k, Target Benefit and Employee Stock Ownership Plans for small corporations, sole proprietors and partnerships. He has extensive knowledge in the design, communication and technical aspects of qualified Plans. Victor’s concentration in Employee Stock Ownership Plans started in 1994 when he joined the San Francisco offices of Menke & Associates, Inc. There he was responsible for the administration of a number of Employee Stock Ownership Plans. The Plans encompassed various degrees of complexity and size for companies all over the nation. Victor relocated to the Atlanta, GA area in 1997 and assisted with the opening of the Menke & Associates, Inc office in Roswell, GA. He currently is Regional Manager of the eastern division offices of Menke & Associates Inc. and is responsible for the administration of several Employee Stock Ownership Plans. He is well versed in the technical issues surrounding the administration of Employee Stock Ownership Plans including leveraged transactions, 1042 elections, contribution and dividend allocation and limitations, share repurchases, diversification and S-Corp anti-abuse. Victor is a member of the ESOP Association, The ESOP Association Administrative Advisory Committee, the National Center for Employee Ownership and the American Society of Pension Professionals and Actuaries where he holds the credential of Qualified 401k Administrator (QKA.) He received his education from San Francisco State University as an accounting major. Deepa Ayer Senior Benefits Consultant dayer@menke.com | (415) 318-1020 Deepa Ayer first joined Menke & Associates, Inc. in 2002. Prior to that, Ms. Ayer served as Vice President, Retirement Plan Services, for the Riggs Bank in Washington, D.C., and had over 8 years of experience in administering ESOPs and other defined contribution plans. Ms. Ayer received her Bachelor of Commerce degree, with an emphasis in accounting and auditing, from the University of Delhi in Delhi, India, in 1991. Joel Codiamat Administrative Consultant jcodiamat@bsiesop.com | (702) 982-7811 ext. 116 Joel Codiamat has 18 years of experience in the employee benefits industry and has been focused on ESOPs and 401(k) plans. Prior to handling ESOP administration, he worked in public accounting with Ernst & Young. He holds the QKA designation from the American Society of Pension Professionals & Actuaries (ASPPA). He is a member of The ESOP Association and ASPPA. Mr. Codiamat received his BS Accountancy and graduated cum laude. Michael Dee, MBA, QKA Senior Benefits Consultant mdee@menke.com | (847) 737-3417 Michael Dee is a senior benefits consultant for Menke’s Benefit Plan Administrators group and has over 25 years of experience in retirement plan consulting and administration. Mr. Dee’s responsibilities include annual recordkeeping for defined contribution (DC) plans, technical consulting related to defined contribution plans, and preparation/review of the annual Form 5500 for all types of plans required to file a Form 5500. Recent experience includes allocations of DC plans, with a focus on Employee Stock Ownership Plans and 401(k) Plans. Mr. Dee is a technical resource for all applicable ESOP and 401(k) compliance issues. He is experienced with preparation/review of Forms 5500 for DC plans, defined benefit plans, health and welfare plans, 403(b) plans, and master trusts. R. Thomas Eschbach Manager – Chicago Office teschbach@menke.com | (847) 290-1515 Tom Eschbach joined Menke & Associates, Inc. to head up the Chicago office of the firm. Prior to opening the Chicago office, Mr. Eschbach was Accounting Manager for the Protection Mutual Insurance Company where he was in charge of the management of the accounting staff. Prior to that, Mr. Eschbach was employed as a CPA by a Chicago-based public accounting firm. Mr. Eschbach has over 18 years of experience in financial reporting, investment accounting and tax return preparation. Mr. Eschbach received his B.B.A. degree from Valparaiso University in 1982 and became a Certified Public Accountant in 1983. Megan Fincher Senior Benefits Consultant mfincher@menke.com | (408) 260-1525 Prior to joining Menke & Associates, Inc. in 2007, Ms. Fincher had 8 years of experience in retirement plan administration and accounting with Invesmart (a subsidiary of The Standard Financial Group). Ms. Fincher was a Retirement Plan Analyst and worked on 401 (k), Profit Sharing, and Employee Stock Ownership Plans. Ms. Fincher received her A.A. in Business from San Jose City College, and earned QKA (Qualified 401 (k) Administrator) through the American Society of Pension Professionals & Actuaries. Deborah Fulton Manager – San Francisco Office dfulton@menke.com | (415) 318-1013 Deborah Fulton has worked for Menke & Associates, Inc. as a Senior Benefits Administrator for over 19 years. Prior to joining Menke & Associates, Inc., Ms. Fulton was a Senior Benefits Consultant with Coopers & Lybrand for 9 years. Ms. Fulton received her B.S. degree in mathematics from the University of California at Berkeley. Anne M. Johnson, QKA, QPA Senior Benefits Consultant ajohnson@menke.com | (815) 806-9833 Prior to joining Menke & Associates, Inc. in 2001, Ms. Johnson was Profit Sharing Supervisor for the McDonald’s Corporation 401(k) Plan, the Employee Stock Ownership Plan and the Deferred Income Plan in Oak Brook Illinois. Prior to that, Ms. Johnson was a Retirement Plan Consultant for Griffin Pension Services in South Hamilton, Massachusetts and an Actuarial Assistant for Holzman, Post, Ludwig & Schwartz in Arlington Heights, Illinois. Ms. Johnson obtained her B.A. degree in l987 from Lewis University. She obtained her M.B.A. degree in accounting from the Keller Graduate School of Management in 2000 and became a Certified Public Accountant in 2001. Francis Joseph McCaffery Manager – Wilmington Office fmccaffery@menke.com | (302) 884-6732 Fran McCaffery came to Menke & Associates, Inc. with 18 years of experience in Employee Benefit Plan administration. Mr. McCaffery manages the Wilmington, Delaware, office of Menke & Associates, Inc. Prior to joining Menke & Associates, Inc., Mr. McCaffery spent 18 years as a Team Leader and/or Manager of Plan Administration for Trustar Retirement Services in Wilmington, Delaware. Mr. McCaffery received his Bachelor of Science degree in accounting from Goldey-Beacom College in Wilmington, Delaware. Jessica Quaday, QKA Senior Benefits Consultant JQuaday@menke.com | (920) 449-1085 Jessica Quaday is a Senior Benefits Consultant and has over 20 years of experience in the retirement plan industry. Prior to joining Menke & Associates, Inc. Ms. Quaday was the Director of Client Services at ESOP Partners in charge of the administration production team and client services relationship team ensuring overall client satisfaction as well as providing ESOP consulting services. Ms. Quaday has a wealth of ERISA knowledge in administering ESOP and 401(k) plans. Ms. Quaday is a member of The ESOP Association, The National Tax-deferred Savings Association, and the American Society of Pension Professionals & Actuaries. Ms. Quaday holds the credentials of Qualified 401(k) Administrator (QKA) and received a Bachelor of Science degree in Accounting. Upcoming Web Seminar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Thursday, December 16th, 2021 (1:00PM - 3:00PM EDT) In 2022, many companies will be looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies will be looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake. This 2-hour web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2022! Among the topics that will be covered are the following: What is an ESOP and what benefits can an ESOP provide to companies and their owners? What are the basic ESOP structures? How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives? What benefits can ESOPs provide for shareholders of S corporations? What benefits can ESOPs provide for shareholders of C corporations? How are companies valued for ESOP purposes? How is ESOP financing structured? What is the impact of an ESOP on employee motivation and productivity? SIGN UP NOW Free Preliminary Analysis Interested in finding out how an ESOP plan could work for your company? For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire. Recent ESOP News Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Andesa Services Embodies the Spirit of Employee Ownership Month Menke Client Russell Bond & Co. Acquired By Jencap Phil DeDominicis Discusses Employee Stock Ownership Plan Basics on How to Hardscape Podcast IRS Releases Retirement Plan Limits for 2022 Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th Millennial Workers Are Drawn to Employee Ownership Values Matthew Nels to Speak at Great Game of Business Conference on Sept. 9 Menke Client Global Tax Management Named to Inc. 5000 When ESOP Companies Make Strategic Acquisitions, Everybody Wins Homegrown Organic Farms Protects Their Culture and Rewards Their Workers with an ESOP Client Case Study: WestLand Resources ESOP Embodies History and Innovation Copyright © 2021 The Menke Group. All rights reserved A Certified Employee Owned (ESOP) Company | Privacy Policy | Site Map