Education

 Bachelor of Business Administration in Business Management from Benedictine University

Overview

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.

Upcoming speaking engagements

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Resources and event materials

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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