Susan B.
Senior Plan Specialist | MBA, QKA
Susan joined RMS in September of 2023 as a Senior Plan Specialist. She is a graduate of Husson University, Portland Maine with a Masters of Business Administration and a Bachelor of Science in Accounting/Finance. She has 28 years of experience in retirement plan administration including all aspects of plan design, consulting, compliance testing, and plan audits. Susan is a member of the American Society of Pension Professionals & Actuaries and has earned her Qualified 401(k) Administrator designation. Susan enjoys riding her motorcycle, running with her dog and spending time with friends and family.
Certifications & Credentials
As part of their continued professional development, Susan has pursued training and credentials relevant to her work in retirement plan services.
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QKA — Qualified 401(k) Administrator
ASPPA, 2026
Areas of Expertise
Core competencies and consulting specializations
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401(k)/403(b) & Defined Contribution Plans
Full-service plan design, administration, and compliance for companies of all sizes — with the responsive, high-touch service the big providers can't match.