Sue has been with Atlantic Pension Planning Corp. for 28 years. She is responsible for processing large volumes of information efficiently and ensuring it meets current standards and practices.
She also communicates this information to other staff members to fulfill client requirements. Her role includes administrative compliance and staying updated with the latest computer software technology to service clients effectively.
Sue manages and enrolls client employees into Qualified Plans like 401(k)s, 403(b)s, and SIMPLE IRAs, as well as individual accounts such as Traditional IRAs, Roth IRAs, and Managed accounts.