|
Suzanne D. Smith - Employee Benefits Consultant CPC, CEBS, JD Professional designations Member of the New York Bar Association Member of the American Bar Association Member of the Missouri Bar Association Member of the IRS Pension Liaison Group Board Member ISCEBS Albany Chapter Certified Pension Consultant (CPC), a designation sponsored by the American Society of Pension Professionals and Actuaries (ASPPA) CEBS, Certified Employee Benefits Specialist Current responsibility Suzanne is an Employee Benefits Consultant for the Albany office of Milliman. She is an attorney and is licensed to practice law in New York and Missouri. Suzanne has over seven years of experience working within the qualified plans area. Experience Suzanne consults with clients on plan design and compliance with IRS rules and regulations. She assists clients with obtaining determination letters from the IRS on the qualification of their plans. She also assists clients in the design and implementation of non-qualified retirement plans, severance plans, and post-retirement medical plans.Prior to joining Milliman, Suzanne performed legal research and writing on employee benefits issues and legal compliance in the securities industry. She is a Certified Pension Consultant (CPC), which is a designation given by the American Society of Pension Professionals and Actuaries (ASPPA). In addition, Suzanne is a Certified Employee Benefit Specialist (CEBS).Securities Licenses Held When Working In the Securities Industry Series 7, 63, 24, 65, 53, and 4 Education B.A., Connecticut College, 1989 J.D., St. Louis University School of Law, 1993. | 