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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).


Articles from Entrust

What IRA Holders Should Know About the SECURE Act

President Trump signed The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law on December 20th of 2019. The law enacts notable changes upon IRAs and Individual 401(k) plans that retirement plan holders need to be aware of. 

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Understanding IRA Tax Benefits

Retirement income for an individual typically comes from several sources. These sources range from employer-sponsored plans such as 401(k)s, SEPs and SIMPLEs, to social security, and personal savings. IRAs are a part of the personal savings category. While some individuals do not need to, some end up working past retirement age to supplement their income. 

Contributing to an IRA provides an opportunity for individuals to increase their retirement savings and have more choices when they reach that retirement age.

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Legacy Planning Guide for IRA Holders and Their Beneficiaries

Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the traditional sense, it’s fair to say that they are thinking about how to use their retirement savings in the near future and especially in terms of legacy planning.

Legacy planning is the process of defining how wealth will be transferred from one generation to the next. This includes how the transfer of your retirement accounts to your beneficiary or beneficiaries will be handled...

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Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

A recent court case ruled that an individual’s IRA was not exempt from creditors despite the individual’s Chapter 7 bankruptcy filing. After the IRA engaged in prohibited transactions and lost its IRA status, the court determined that the IRA was no longer an IRA. 

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