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
Senior Benefits Consultant – Naples, FL Office
[email protected] | (239) 325-9746
Victor Alvaro has specialized in Qualified Plan administration since 1980. Prior to joining Menke & Associates, Inc. in 1994, Victor was exposed to and administered Defined Benefit and Defined Contribution Plans. He was also exposed to the design and installation of several Qualified Plans. He has extensive knowledge in the design, communication, and technical aspects of Qualified Plans.
Victor’s concentration in ESOP’s started in 1994 when he joined the San Francisco offices of Menke Associates, Inc. There he was assigned a caseload to perform administration for several ESOP’s. Victor relocated to Atlanta, GA in 1997 where he assisted in opening an office there. He opened up another office in Naples, FL in 2009 and currently works out of that office.
Victor is well versed in the technical issues surrounding the administration of ESOP’s.
Deepa Ayer
Senior Benefits Consultant
[email protected] | (415) 318-1020
Deepa Ayer joined Menke & Associates, Inc. in 2002. Prior to that, she served as Vice President of Retirement Plan Services at Riggs Bank in Washington, D.C. Ms. Ayer has over 30 years of experience in the employee benefits field, with a core focus on ESOPs for more than 20 years. She is a member of the ESOP Association and actively serves on its Public Policy Council. Ms. Ayer earned her Bachelor of Commerce degree, with an emphasis in accounting and auditing, from the University of Delhi in Delhi, India, in 1991.
Jarrod Besl, QKA
Junior Benefits Consultant
[email protected] | (415) 318-1010
Jarrod Besl is a Junior Benefits Consultant with experience in administering defined contribution plans, specializing in 401(k) and ESOP plan administration. He holds the Qualified 401(k) Administrator (QKA) designation and is a member of the American Society of Pension Professionals and Actuaries (ASPPA). Jarrod graduated magna cum laude with a Bachelor of Business Administration in Finance from the University of Wisconsin–Whitewater.
Michael Bertram, QKA, QKC
Senior Benefits Consultant
[email protected] | (415) 318-1048
Mike joined Menke & Associates, Inc. in 2023 and has over 20 years of experience in defined contribution plan administration and consulting with an emphasis on Employee Stock Ownership Plans (ESOPs). He supports clients with the goal of making their plan successful and building long-term relationships. Mike provides design, implementation, administration, compliance testing, government and tax reporting and other consulting services for ESOP plans. He prepares and reviews ESOP financial statements, including the accounting and reconciliation of all plan assets, processing of diversifications and distributions. He also prepares and provides analysis on ESOP repurchase obligation studies. Prior to joining Menke & Associates, Inc., Mike held leadership roles in several retirement plan consulting firms. Mike is a member of the ESOP Association, The ESOP Association Administrative Advisory Committee, and the American Society of Pension Professionals and Actuaries where he holds the credential of Qualified 401k Administrator (QKA.) and Qualified 401k Consultant (QKC.) He received his Bachelor of Business Administration in Finance from the University of Wisconsin-Oshkosh.
Michelle Bowman
Senior Benefits Consultant
[email protected] | (415) 318-1012
Michelle has over a decade of experience in administering defined contribution plans with specialization in ESOPs. She works with clients to ensure plans are compliant with ever changing regulations. Michelle is responsible for administration, compliance testing, the distribution process, and preparation of necessary plan filings. She graduated summa cum laude with a Bachelor’s from OSU and is a member of The ESOP Association and a speaker at regional conferences.
Cassidy Buckner
Senior Benefits Consultant
[email protected] | (415) 318-1029
Cassidy Buckner is a Senior Benefits Consultant with nearly a decade of experience in administering defined contribution plans, specializing in 401(k) and ESOP plan administration.She is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the following designations: Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC) and Certified Plan Fiduciary Advisor (CPFA). Cassidy graduated magna cum laude with a bachelor’s degree in mathematics from the State University of New York – Geneseo.
Joel Codiamat
Senior Benefits Consultant
[email protected] | (702) 982-7811 ext. 104
Joel Codiamat has been in the employee benefits industry since 1998 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 in Accountancy and graduated cum laude.
Michael Dee, MBA, QKA
Senior Benefits Consultant
[email protected] | (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.
Megan Fincher
Senior Benefits Consultant
[email protected] | (408) 260-1525
Megan Fincher is a Senior Benefits Consultant and has over 25 years of experience in the defined contribution retirement plan industry. Prior to joining Menke & Associates, Inc. Ms. Fincher was a Retirement Plan Analyst at Invesmart, a subsidiary of the Standard Financial Group, and worked on 401(k), Profit Sharing, and Employee Stock Ownership Plans. Ms. Fincher received her Associate Degree in Business from San Jose City College, and the credential for Qualified 401(k) Administrator (QKA) through the American Society of Pension Professionals & Actuaries.
Michael Hatlee, QKA, QPA, QKC, QPFC
Senior Benefits Consultant
[email protected] | (415) 318-1022
Michael Hatlee is a Senior Benefits Consultant and has over 28 years of experience in defined contribution retirement plan administration. Prior to joining Menke & Associates, Inc. in 2022, Mr. Hatlee spent the majority of his career as a Vice President at two regional banks in the Northeast. In these positions Mr. Hatlee was responsible for a wide range of plan administration and consulting duties including plan design, plan document drafting, employee education and plan compliance. Mr. Hatlee is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the following ASPPA credentials: Qualified Plan Administrator (QPA), Qualified 401(k) Consultant (QKC), Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC). Mr. Hatlee is also a professional member of The ESOP Association and currently serves on that organization’s Administration Advisory Committee. Mr. Hatlee received his Bachelor of Science degree from Cornell University in Ithaca, NY.
Terra Levandoski
Senior Benefits Consultant
[email protected] | (415) 318-1087
Terra Levandoski is a Senior Benefits Consultant at Menke & Associates, Inc., where she joined in 2026. She brings a strong background in retirement plan consulting, having previously worked with a Minnesota-based CPA firm where she specialized in servicing Employee Stock Ownership Plans (ESOPs), 401(k) plans, and KSOPs.
Terra has over 10 years of dedicated experience in ESOPs and possesses expertise in 401(k) plan design, administration, and compliance. Her career in administering defined contribution plans began in 2005, giving her a well-rounded and deep understanding of the retirement benefits landscape.
She earned her Bachelor of Science in Accounting from Ferris State University.
Dave Martin, CPC, QPA, QKA
Senior Benefits Consultant
[email protected] | (415) 318-1028
Dave Martin is a Senior Benefits Consultant with 20 years of experience in 401(k) and ESOP administration and consulting. He builds strong partnerships with plan sponsors as he navigates his clients through annual administration, compliance testing, government reporting, education, plan design, and the development of employee ownership culture. Dave is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and he holds the following credentials: Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). He graduated cum laude with a Bachelor’s degree in English from Minnesota State University – Mankato.
Meis Vang
Senior Benefits Consultant
[email protected] | (415) 318-1059
Meis Vang is an ESOP Senior Benefits Consultant with over a decade of experience specializing in administration in 401(k) and ESOP. With a strong foundation in compliance and client education, Meis brings precision, insight, and a client-focused approach to every aspect of the plan she manages.
Her career began three years in 401(k) administration, where she refined her skills in executing compliance testing, reviewing plan documents, processing distributions, preparing detailed compliance reports, and maintaining accurate administration records. Her meticulous attention to detail and understanding of regulatory requirements ensured smooth and compliant plan operations.
Building on that foundation, Meis transitioned into ESOP administration, where she has spent the past seven years mastering the complexities of trust reconciliation, allocation processes, compliance reporting, and final administration deliverables. In addition to her technical expertise, she plays a key role in client education, meetings, and providing existing webinars, as well as tailoring resources to help plan sponsors better understand their ESOPs. Meis is passionate about empowering clients through knowledge and ensuring that ESOP plans are not only compliant but also strategically aligned with their organizational goals.
Joyce Witherspoon
Senior Benefits Consultant
[email protected] | (415) 318-1046
Joyce joined Menke & Associates, Inc. in 2024 and has over 29 years of experience in defined contribution plan administration with a primary focus on Employee Stock Ownership Plans (ESOPs). She works with clients to ensure their plan stays compliant with the continuing changes with the IRS and DOL regulations. She is responsible for administration, compliance testing, preparation of IRS filings, and processing of distributions and diversifications. Joyce is a member of the American Society of Pension Professionals and Actuaries where she holds the credential of Qualified 401k Administrator (QKA).
