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Suzy is a Senior Administrator of Retirement Plan Concepts & Services, Inc. She joined Retirement Plan Concepts & Services, Inc. in May 1999. She has over 11 years of experience in the Pension Administration and Qualified Plans arena. She provides clients with administrative services for 401(k) Plans, Profit Sharing Plans and Money Purchase Pension Plans. Suzy is responsible for the review process of all year-end work completed by the assistants and the administrators. She is also responsible for the policies and procedures that are implemented and followed in the success of providing excellent service to our clients. Continuing her education through the American Society of Pension Professionals and Actuaries, |
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Suzy has
completed the PA-1, DC-1 and DC-2 exams to earn her QKA (Qualified 401(k) Administrator) designation. She has attended the Accountant’s Education Services Specialty Seminars on Qualified Plan Design and Administration. Suzy also attends Advanced Pension Conferences and local training. This allows her to stay current with Legislative changes and better serve her clients. Suzy is dedicated to providing excellent service to her clients and furthering her education in the area of Qualified Retirement Plans. She is a member of the Midwest Corbel User Group and a member of the American Society of Pension Professionals and Acturies (ASPPA).
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Retirement Plan Concepts and Services, Inc.