Marci Boyarski, CPA
Partner in Charge, Employee Benefit Services
Marci Boyarski leads the Firm’s Employee Benefits Practice and is responsible for the growth and delivery of benefit plan services. Marci is a partner specializing in administration and record keeping, consulting, and auditing of employee benefit plans such as retirement plans, cafeteria plans, and welfare plans. From one person organizations to large companies, Marci works with clients to design and implement plans that meet their unique needs and goals. Her extensive knowledge, professional ethics, and ability to explain technical concepts in every day language have earned the trust of her clients and their employees.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- International Foundation of Employee Benefit Plans (IFEBP) - Member
- National ESOP Association – Member
- Young Professionals of the Chippewa Valley - Past Member and past chair
- University of Wisconsin Eau-Claire Department of Accounting and Finance Advisory Board - Member
- Leadership Eau Claire - Graduate
- Eau Claire Chamber of Commerce - Past board member
Areas of Focus
- Retirement plan selection and design
- Retirement, cafeteria, and welfare wrap plan document preparation
- Retirement plan administration, recordkeeping, and compliance for 401(k), 403(b), profit sharing, pension, and employee stock ownership plans
- Cafeteria plan administration and claims processing
- IRS and DOL compliance services
- Employee meetings and communications
Education
University of Wisconsin-Eau Claire- Bachelor of business administration degree in accounting – graduated cum laude
Recent Insights
Articles
How SECURE 2.0 affects employers
Jul 20, 2023