As a Retirement Plan Client Service Manager on the Finerty Retirement Team, Jennifer Suda works mainly with group retirement plan business. In this role, she handles client requests and helps prepare plan reviews for clients. She also speaks with and assists plan participants, processes their distributions, and works closely with RPS Benefits, and other third-party administrators and record keepers, on the team’s retirement plans.
Prior to joining Moneta, Jennifer spent four years as an administrative assistant at Master Benefit Group, a small Third Party Administrator. She also worked in Human Resources and retirement and 401(k) planning at Boatmen’s Bancshares. In 2010, she joined the Finerty Pietroburgo Carpenter Team. She holds “Retirement Plan Fundamentals” certificate through the American Society of Pension Professionals & Actuaries (ASPPA).
Outside of Moneta, Jennifer is a busy mom of three sons: Ryan, Dan, and Tommy. She especially enjoys spending time with her sons and in her spare time, she loves walking, shopping, and getting together with friends and family.
- Retirement Plans Fundamentals certificate