Susan Neethling

Of Counsel

Tel: (916) 329-3687

Location(s)

At a Glance

Susan has 30 years of experience in the employee benefits consulting and legal field.
 
She is a leading authority on issues concerning defined contribution, defined benefit and 403(b) and 457(b) retirement plans.
 
Susan previously worked at several large employee benefits consulting firms.

Susan Neethling focuses on counseling governmental, church, nonprofit, non-ERISA, and private sector clients in all aspects of retirement plan design, documentation, compliance, implementation, reporting and disclosure. She is a leading authority on issues concerning defined contribution, defined benefit and 403(b) and 457(b) retirement plans.
 
Of counsel in Best Best & Krieger LLP’s Employee Benefits & Executive Compensation practice group, Susan has 30 years of experience in the employee benefits consulting and legal field. Clients count on her for her hands-on approach, and Susan makes it a point to be available for the day-to-day issues and questions that arise regarding plan administration and compliance.
 
Susan’s knowledgeable guidance during vendor selection for new plan advisors helps plan sponsors keep costs down. For example, her work for a governmental plan sponsor on a formal proposal and selection process for new plan advisors resulted in $100,000 savings in annual plan costs. She also provides training on fiduciary duties, advises on fiduciary standards of care and strategies that limit fiduciary liability.
 
Prior to joining BB&K, Susan worked at Chang Ruthenberg & Long. Susan has also worked at several large employee benefits consulting firms. She is admitted to practice law in California.
 
Education

  • Stellenbosch University, South Africa, LL.B
  • Stellenbosch University, South Africa, B.A.

 

  • Assisted a large public agency with negotiation of recordkeeping and administrative services agreements for its 457(b) and 401(a) plans and achieved a fair and reasonable allocation and balancing of respective obligations and potential liability.
  • Advised employers on the adverse tax consequences and potential restructuring of certain paid time off and vacation policies, enabling them to avoid ongoing exposures to various taxes and penalties.
  • Advised both private sector and public sector plan fiduciaries on ways to manage and control their fiduciary liability.
  • Advised several religious organizations on plan design and administration issues in connection with the designation of beneficiaries under their non-ERISA plans.
  • Helped several employers to analyze, design and implement retirement plans for targeted groups of employees, enabling the targeted employees to receive the tax advantages of a qualified retirement plan.
  • Advised numerous public agencies on compliance with the Public Employees’ Pension Reform Act of 2013.