Susan Shalz, CPC, QPA, QKA

Great Falls, MT

Areas of Expertise
  • Employee Benefits
Professional Memberships
  • American Society of Pension Professionals & Actuaries
Designations and Licensures
  • Certified Pension Consultant – 2016
  • Qualified Pension Administrator – 2015
  • Qualified 401(k) Administrator – 2015
  • Defined Benefit Administration Certificate – 2015

Susan Shalz is a Certified Pension Consultant, and a Qualified Pension and 401(k) Administrator. Her areas of expertise include retirement plan design, government reporting, compliance and record keeping. She is also working to develop new marketing and networking strategies, so that she can utilize all her training and knowledge to their fullest potentials.

Known for her focus, persistence and determination, Susan brings her background, formal training and experience to work each day, to the benefit of her clients and her colleagues.

Besides working, Susan also likes to run, kayak, camp, hike, solve puzzles and learn about science and technology. She is from Great Falls, and loves everything about Montana; especially that it’s so beautiful.