Client Service Manager
“The most rewarding part of my job is working with clients directly — I admire our clients both personally and professionally, and it’s an honor to play a role in educating them about their retirement plans and helping them meet their retirement goals.”
As a Client Service Manager, Susan is responsible for the daily operation and compliance of various defined contribution plans. She works directly with her clients to customize their retirement plans to satisfy their corporate and retirement goals. She is also responsible for annual compliance reviews, reconciliations, daily record-keeping services, preparation of Form 5500 and other government filings, and plan conversions.
Prior to joining ACG in 2000, Susan worked in retirement plan administration for Hunt, DuPree & Rhine, T. Rowe Price, Blue Cross/Blue Shield, and Mutual of Omaha.
- Graduate, Associates Degree in Marketing and Management from Greenville Technical College