Suzanne D. Smith - Principal, 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 a principal and 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 more than 10 years of experience working within the qualified plans area.
 

Experience

Suzanne consults with clients on qualified 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 nonqualified retirement 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
 

Affiliations

Suzanne has attended a number of seminars and training courses to keep current with trends and regulations in the industry.
 

Education

  • BA, Connecticut College, 1989
  • JD, St. Louis University School of Law, 1993
 
CONTACT INFORMATION
Suzanne  D.  Smith 

Office: Albany, N.Y.

Phone: +1 518.514.7100