Susan VollmerSenior Retirement Plan Consultant
- 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
- Member of National Institute of Pension Administrators
- Accredited Pension Administrator
- 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.
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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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