Contact Us
200 N. Mullan, Suite # 216
Spokane Valley, WA 99206
Telephone: 509-755–ESOP (3767)
Fax: 509-755-3768
Dale E. Stevens
Dale has 37 years of experience in Employee Benefits and Human Resources. Dale received his Bachelor of Arts degree in Business with an emphasis in finance from San Diego State University. He is an Accredited Pension Administrator (APA) with the National Institute of Pension Administrators, and a Certified Employee Benefit Specialist (CEBS) with the International Foundation of Employee Benefits, a society operated and sponsored by the Wharton School of Business, University of Pennsylvania.
Dale has worked with qualified benefit plans with participation ranging from 1 to 15,000 employees. Dale has expertise in all phases of plan design, implementation and ongoing plan administration in all types of qualified benefit plans. He clearly communicates the various aspects of qualified plans to employee groups and has the ability to translate technical jargon into easily understood language.
Eric S. Allison
Eric has 29 years of experience in the employee benefits field. Eric graduated from the University of California, Irvine, with a Bachelor of Arts, Economics in June of 1988. He received his Masters of Business Administration (emphasis in finance and real estate) from the University of California, Irvine, in June of 1989.
Eric specializes in the structuring of ESOP transactions and ongoing ESOP plan administration. In addition to providing full administration services, Eric is also the company controller.
Mona Caruso
Mona graduated with a Bachelor of Science in Mathematics with a minor in Electrical Engineering from Washington State University in 1990. She studied actuarial science for three years following her college graduation. She has 30 years of experience administering all types of qualified retirement plans, specializing in 401(k) plans.
Mona has assisted her clients with all phases of administration including plan design, implementation, government filings, government audits, employee communications, investment platform changes and preparation of timely reports.
For general inquiries:
btbinfo@btblimited.com
or complete the form below for a prompt reply