Susan leads our Compensation and Benefits Practice and has provided qualified and nonqualified plan design and consulting services since 1987. She delivers a wide range of tax solutions, including health and welfare plan tax consulting, to both public and privately held businesses.
Susan has managed services to plans of all sizes from newly formed, small, single-employer plans to large employer plans with over 70,000 participants and assets in excess of $2 billion. She works directly with clients on tax compliance issues including responding to IRS and DOL audit inquiries and coordinates closely with various industry groups and employee benefit plan auditors within the firm. Her responsibilities include managing the client relationship through all aspects of plan design and implementation, assisting plan sponsors in setting objectives, and monitoring the success of these strategies.