Stephen Beasy - Kruggel Lawton CPAs

Stephen Beasy, CPA, CGMA

Partner

Experience

Managing and reviewing audits of qualified retirement plans including defined benefit plans, 403(b) plans, 401(k) profit sharing plans, employee stock ownership plans, health and welfare plans, and qualified plans required to file with the SEC
Preparation and review of Form 5500 for retirement and welfare benefit plans
Managing the evaluation process of SSAE 16 reports used for audits of qualified retirement plans
Prepared and presented course material for training on auditing qualified retirement plans
Researching technical issues related to qualified retirement plans
Performing risk compliance audits for trust departments managing retirement plan assets
Performing and reviewing allocations of defined contribution plans and performing antidiscrimination tests for defined contribution plans
Drafting and amending prototype plan documents and summary plan descriptions

Community Involvement

Yellow Creek Church of the Brethren, 2017 Board chair, 2020 Ministry chair
Northern Indiana District Church of the Brethren, 2012-2016 Audit Committee chair
Elkhart Chamber Leadership Academy graduate (2015-2016)
Transformational Leadership Program conducted by Convergence Coaching Graduate (2017)

Professional Memberships

American Institute of Certified Public Accountants
- Advanced certification in audits of defined contribution plans
Indiana CPA Society

Interests

Steve and his wife enjoy helping coach their two children in baseball, basketball, soccer, football, 4-H projects, and Kids Club at Yellow Creek Church of the Brethren. A fishing trip or a family vacation provides some relaxation. Steve’s passion is watching his children succeed.

Education

Manchester University, North Manchester, IN

B.S. in Accounting
Master of Accountancy

Experience

Community Involvement

Professional Memberships

Interests

Education

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