Susan has 20+ years of experience as a Plan Consultant and is an active member of American Society of Pension Professionals and Actuaries with her Qualified 401(k) Administrator designation. Valuing client servicing as much as she does retirement planning, she strives to help clients find the right fit that benefits the business, supports the trustees and helps their employees save.

You’ll find Susan particularly involved in the preparation and filing of 5500, plan administration, plan design, defined contribution plans and recordkeeping. Susan is a suburban Chicago native currently living in Naperville, Illinois. She has two sons, four granddaughters, and now has two Siamese cats in her empty nest.

Phone: 866-352-7731 Ex: 170
Email: susan@retirementsolutiongroup.com