Susan J. Peirce

Sue Peirce is a principal and leads our employee benefits specialty services team. She provides consulting services to business owners and professionals on tax and accounting strategies, with a special emphasis on benefit plan services. Sue works with differing aspects of employee benefit plans ranging from design to audits of plans. Her expertise includes a focus on qualified retirement plans and related design, compliance, non-discrimination testing, distribution and reporting issues. Sue speaks at various seminars and training sessions on these topics.

Sue consults with corporate clients on various issues regarding employee pension and benefit plan design and termination, including compliance with Internal Revenue Code. She advises clients with respect to establishment, amendment and administration of welfare benefit plans, and ERISA fiduciary issues. Sue also advises corporate clients on employee benefit aspects of asset purchase and stock purchase transactions as well as fiduciary responsibilities. She has extensive experience with employee plan audits and SAS 70 Reports of Third Party Administrators. Contact Sue at speirce@applegrowth.com.

Practice Specialization
• Employee Benefit Plan Services
• Healthcare
• SAS 70 Engagements


Education & Designations
• Bachelor of Science, Accounting - Kent State University
• Master of Taxation - The University of Akron
• Certified Public Accountant

Professional
• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants 
    - Past President, Akron/Canton Chapter 
    - Past Member, Executive Board
• AICPA Employee Benefit Plan Audit Quality Center

Civic
• Chair - City of Tallmadge Board of Review
• Leadership Akron Alumni Association
• Past President - The Women’s Network
• Past President - Mobile Meals