Coastal Retirement Consultants, LLC

Susan Miner Wright, CPA, APM l President

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Susan is a CPA and retirement plan professional with over 26 years of experience. She has in-depth industry and technical knowledge with extensive experience in complex plan design and testing matters, plan administration services, representation of clients under IRS/DOL exam, and resolution of plan defects under IRS correction programs.

Prior to founding Coastal Retirement Consultants, LLC, she served in various roles with DailyAccess Corporation including Senior Compliance Consultant; Executive Director, Compliance and Consulting; and Executive Director, Program Design Consultant.  Prior to joining DailyAccess, Susan was a founding and managing member of a retirement plan administration and consulting firm located in South Georgia.

Most recently, she was the Managing Editor for the Technical Answer Group ("TAG"), a division of Wolters Kluwer. She worked for TAG from May 2014 through August 2020 when she resigned to fully focus on her clients and Coastal Retirement Consultants, LLC.

She graduated Cum Laude from the University of Maryland (European Division) in 1991 with a Bachelor of Science in Business Administration and then continued her education at Valdosta State University with additional coursework concentrated in Accounting. She passed the CPA exam in 1993.

Susan has been an active member of the American Society of Pension Professionals and Actuaries (ASPPA) since 1997 and has served on ASPPA’s Internal Revenue Service Governmental Affairs Committee. Her articles have been published in The Plan Consultant and she has drafted ASPPA ASAPs. Most recently, she provided expert commentary on the Secure Act for a Wolters Kluwer publication. She is also an active member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

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