Meet Susan Richardson, QKA
Senior Plan Consultant
Email: Susan@retirementsolutiongroup.com Phone: 866-352-7731 Ext: 170
With RSG since 2014
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.
My Licenses and Certifications
- Qualified 401(k) Administrator (QKA)
What I do at RSG
- Plan Consultation
- Third Party Administration
- Special Consulting Projects
Ask Me About
- ERISA Compliance
- Preparation and Filing of 5500 returns
- Annual Plan Administration
- Plan Analysis
- Audit Support
- Plan Design and Documentation
- Defined Contribution Plans
- Recordkeeping / Asset Reconciliation
- Plan Termination Support
20+ years of industry experience.
In My Spare Time I Like...
I am a suburban Chicago native currently living in Naperville, Illinois. I have two sons, four granddaughters, and now two Siamese cats in my empty nest.