BPAS
Susie Mansker is a professional with extensive experience in the field of retirement plan services and wealth management. Susie currently holds the position of Regional Sales Director - Midwest at BPAS, a role they assumed in May 2023. Prior to this, from July 2019 to May 2023, Susie worked as the Vice President and Senior Retirement Plan Services Advisor at 1834, a division of Old National Bank. Here, they built strong relationships with high-net-worth individuals and institutions, providing tailored wealth management solutions.
Before joining 1834, Susie held various positions at First Financial Bank, starting as an Assistant Vice President, Retirement Plan Services Specialist from September 2013 to March 2018. Susie then served as the Vice President and Retirement Plan Services Manager from March 2018 to July 2019, utilizing their expertise in overseeing retirement plan services.
Their career journey began at First Merchants Trust Company, where they worked as the Manager of Retirement Administration from March 2007 to December 2012. Finally, Susie gained initial experience in the industry as a Defined Contribution Retirement Plan Administrator at Blue & Co., LLC from December 2012 to September 2013. Overall, Susie Mansker's work experience emphasizes their strong background in retirement plan services, wealth management, and building lasting client relationships.
Susie Mansker, CRSP, CPFA, has received education from Cannon Financial Institute. However, specific details about the degree or field of study are not provided. Additionally, they have obtained the Certified Retirement Services Professional (CRSP) certification from the American Bankers Association and the Certified Plan Fiduciary Advisor (CPFA) certification from the National Association of Plan Advisors (NAPA). The months and years of when these certifications were obtained are not available.
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BPAS
BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,500 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 620,000 participants. We make it our mission to simplify the complicated by delivering benefit-plan services that solve client challenges without the need to engage multiple providers. One company. One call. BPAS family of services includes: Workplace Retirement Plans | Actuarial & Pension | Healthcare Consulting | IRA | VEBA HRA | Health & Welfare Plans | Fiduciary | Collective Investment Funds | Fund Administration | Institutional Trust BPAS subsidiaries include: Hand Benefits & Trust, BPAS Trust Company of Puerto Rico, NRS Trust Product Administration, and Global Trust Company. Specialty retirement plan administration practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA HRA plans, cash balance plans, collective investment trusts, and fund administration. As a solutions-oriented national practice, we are committed to Solving Tomorrow’s Benefit Challenges Today.