Susan VollmerSenior Retirement Plan Consultant

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areas of expertise
  • Administration of Qualified Retirement Plans
  • Consulting on Qualified Retirement Plans with emphasis on 401k and Profit Sharing Plans.
  • New Business Liaison including Designing and Installation of Qualified Retirement Plans
  • Resolving of non-compliant takeover Retirement Plans
licenses and certificates
  • Member of National Institute of Pension Administrators
  • Accredited Pension Administrator
educationSusan Vollmer, APA
  • Nassau Community College

Susan serves as a Senior Retirement Plan Consultant and has been with the firm since 1996. In addition to her managing her own cases, she acts as a team leader and facilitates the weekly staff meetings.

CPD – Throughout the years we have been able to perfect our process. We are experts, let us prove it to you.

Her duties also include assigning new cases and business development. Prior to joining Creative Plan Designs, she worked at a small pension consulting firm and prior to that she served as an Assistant Vice President of Employee Benefits at Long Island Trust Company (Bank of NY).

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My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

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Mitchell Wolk
Owner, Mitchell Wolk

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

Mitchell Wolk
Owner, Mitchell Wolk

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