Bachelor of Business Administration in Business Management from Benedictine University
Susan has more than 19 years of experience in the retirement plan industry and has worked on various types of plans including 401(k), Profit Sharing, ESOP, Money Purchase Plans and Health and Welfare Plans. She is responsible for the annual administration, compliance testing, contribution calculations, Form 5500 preparation and plan document preparation.
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In the community
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
Member of the American Society of Pension Professionals and Actuaries