SUZANNE KAHNER

SUZANNE KAHNER has been a part of the qualified retirement plan industry with particular emphasis in 401(k) plans for over 20 years and is the Director of Retirement Plans. Her knowledge of the provider marketplace and qualified plan investment expertise is extensive and she helps to ensure that clients’ qualified retirement plans are being administered in the most efficient manner possible. Suzanne has vast experience with qualified plan design and utilizes a team of administrators and ERISA attorneys for guidance and assistance in this area. She presents Investment Reviews and Benchmarking Analysis’ to plan trustees and plan investment committee representatives on a regular basis and provides recommendations for fund replacements to a plan investment lineup if necessary. Helping 401(k) participants save for retirement and educating them on how to invest in their plan is her passion in the business. Suzanne earned her Accredited Investment Fiduciary (AIF®) designation in 2011 and is licensed in Securities.