Sue Manning, QKA

IMG_1497Plan Consultant

I am the primary liaison for clients in maintaining their retirement plan.  I oversee each plan’s quarterly and annual reporting, which  includes compliance testing, asset reconciliation, contribution calculations and various daily requests from Required Minimum  Distributions to loans.  Prior to joining Billings and Company I worked for another third party administrative firm for 21 years.  I work remotely from Davenport Iowa.

Education: Associate’s degree in Accounting, Scott Community College, Bettendorf, IA.

Background: I’m married with three grown children.  In my spare time I enjoy spending time with my family and friends, traveling,  exercising and participating in activities with the Quad Cities Women’s Outdoor Club.

Contact Sue at sue.manning at billingsco dot com.