head_JordanSusanForeman

Susan Foreman Jordan

Partner

Pittsburgh, PA

412.394.5543

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News

6th Annual Women of Achievement Awards
New Pittsburgh Courier
March 9, 2011
Weigh Cost of Converting to Roth IRAs
Finger Lake Times
November 18, 2010
Pension fund bill aims to give relief to employers, retirees
Pittsburgh Business Times
January 2, 2009
 

Publications

IRS Eases Rules for Hurricane Sandy Relief
For Your Benefit
December 2012
The Tax Man Cometh for 2010 In-Plan Rollovers
For Your Benefit
February 2012
Relief for 403(b) Plan Compliance Failures
For Your Benefit
November 2011
Qualified Charitable Distributions Live On
For Your Benefit
February 2011
Cafeteria Plan Amendments
Employee Benefits Practice Alert
December 2010
IRS Comes Through With Guidance on In-Plan Roth Rollovers
Employee Benefits Practice Alert
December 2010
 

Speaking Engagements/Events

Ethical Dilemmas within the Retirement Plan Industry
Speaker
Presented by: ABC of Western Pennsylvania
Pittsburgh, Pennsylvania
December 5, 2012
Managing or Mitigating an IRS and DOL Investigation
Speaker
Presented by: EisnerAmper LLP
Philadelphia, PA
April 5, 2012

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Practice Areas

Business and International Taxation
Employee Benefits & Compensation Planning
Executive Compensation
Family Business and Succession Planning
Nonprofit Organizations
Taxation and Wealth Planning

Bar Admissions

Pennsylvania

West Virginia


Education

J.D., George Washington University National Law Center

B.A., Brandeis University


Memberships

American Bar Association

Allegheny County Bar Association

Pennsylvania Bar Association

International Foundation of Employee Benefit Plans

American Society of Pension Professionals and Actuaries

Society for Human Resource Management


Board of Directors

Carriage House Children’s Center, Inc.

National Council of Jewish Women, Pittsburgh Chapter