Meet Your Instructor
Susan Diehl | QPA, CPC, ERPA, TGPC & BCF™
Susan D. Diehl, President of PenServ Plan Services, Inc., is a preeminent retirement plan and benefits expert. Her impressive array of credentials includes Qualified Pension Administrator (QPA), Certified Pension Consultant (CPC), Tax-Exempt and Governmental Plan Consultant (TGPC), Enrolled Retirement Plan Agent (ERPA), a venerable designation that qualifies her to represent PenServ clients before the Internal Revenue Service (IRS) for audits or examinations, and Board Certified Fiduciary™ (BCF™).
Susan has served on renowned committees at the IRS including the Advisory Committee on Tax Exempt and Government Entities (ACT), where she helped form the IRS 403(b) Liaison Group, which brings issues involving these plans to the IRS and provides support to employers and financial institutions working with 403(b) plans. Because of her expertise, Susan testifies before the IRS and the Department of Labor (DOL) on retirement plan regulatory issues and serves as chair of the National Tax-Deferred Savings Association (NTSA) Government Affairs Committee, and the Legislative Relations Committee of the American Society of Pension Professionals and Actuaries (ASPPA).