Susan L. Atkinson

Pension Analyst

Cleveland
T +1.216.861.7892
F +1.216.696.0740

Overview

Susan Atkinson has been an Employee Benefits paralegal for over twenty years prior to joining BakerHostetler. Throughout her career Susan has had extensive interaction with attorneys, plan sponsors, compliance analysts, plan participants, outsourcing agents, 401(k) record keepers and Internal Revenue Service agents, and has developed positive working relationships with these professionals to create streamlined procedures to enhance efficiencies and promote greater productivity.

Select Experience

  • Coordinated the amendment, restatement, and determination letter filing for approximately 100 defined contribution plans for large retirement plan services corporation.
  • Assisted large multinational corporation Employee Benefits attorneys in duties at corporation, in addition to having primary responsibility for the management, analysis, interpretation and administration of qualified domestic relations orders and qualified medical child support orders for tax-qualified employee benefit plans worldwide, initiated and assisted in developing a company-wide research website, and ensured that the individual investment managers voted the proxies required by the master pension trust pursuant to guidelines established in the best interest of shareholders.
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Experience

  • Coordinated the amendment, restatement, and determination letter filing for approximately 100 defined contribution plans for large retirement plan services corporation.
  • Assisted large multinational corporation Employee Benefits attorneys in duties at corporation, in addition to having primary responsibility for the management, analysis, interpretation and administration of qualified domestic relations orders and qualified medical child support orders for tax-qualified employee benefit plans worldwide, initiated and assisted in developing a company-wide research website, and ensured that the individual investment managers voted the proxies required by the master pension trust pursuant to guidelines established in the best interest of shareholders.
  • Spent thirteen years with major Cleveland law firm concentrating on governmental and regulatory compliance work in the area of defined contribution and defined benefit plans.

Recognitions and Memberships

Admissions

  • [Not an Attorney]

Education

  • Continuing Education, Psychology, John Carroll University, 1987
  • Paralegal Technology, University of Toledo, 1978