Who We Are

  • About Us

    We are an independent consulting firm that designs and administers retirement plans.

    We service approximately 4,000 employee benefit plans for businesses across the country. We have been designing and administering high quality retirement plans since 1971.

    Our consulting, design and administrative team maximizes retirement and tax benefits for business owners and employees. We work as a team with employers and advisors to design and administer cutting edge retirement plans.

    Advisors, we add value to your client relationships by designing modern retirement plans and then taking care of all the important details. Our design and plan management allows you to focus on what you do best.

  • Daniel Liss, EA, MSPA
    Chief Executive Officer
    dliss [@] egps.com
    212-494-9060
    Bill Presson, ERPA, QPA, QKA, APR
    Chief Operating Officer
    bpresson [@] egps.com
    205-994-4070
    Mike Parker
    Chief Technology Officer
    mparker [@] egps.com
    949-398-2475
    Peter Stephan, AIF
    Executive Vice President, Sales
    pstephan [@] egps.com
    949-398-2478
    William J. Sheffler, EA, FCA, ASA, MAAA
    Executive Vice President
    bsheffler [@] egps.com
    858-400-8440
    Belinda B. Henning
    Regional Vice President
    bhenning [@] egps.com
    251-367-6618
    Charles A. Brown, EA, MSPA, QPA, QKA
    Regional Vice President & Consulting Actuary
    cbrown [@] egps.com
    904-242-4245
    Cheri Wilner Kessner, ERPA, QPA
    Regional Vice President
    ckessner [@] egps.com
    949-299-5953
    Doug Jones ERPA, MBA, CDR-USNR-R
    Regional Vice President
    djones [@] egps.com
    949-398-2471
    Jim Norman, ERPA, QPA
    Enrolled Retirement Plan Agent
    jnorman [@] egps.com
    949-299-5956
  • Alicia Anderson
    Loan & Distribution Specialist
    aanderson [@] egps.com
    904-242-4245
    Alison Bryant
    Actuarial Assistant
    abryant [@] egps.com
    904-242-4245
    Anneke F. Ratnasari
    Retirement Plan Assistant
    aratnasari [@] egps.com
    949-299-5955
    Ashley Cortez
    Retirement Plan Assistant
    acortez [@] egps.com
    949-299-5954
    Barbara Crittenden, QPA, QKA
    Senior Actuarial Consultant
    bcrittenden [@] egps.com
    949-299-5957
    Charity Westphal, EA
    Consulting Actuary
    cwestphal [@] egps.com
    949-398-2476
    Charlene Nelson
    Senior Retirement Plan Consultant
    cnelson [@] egps.com
    251-270-6828
    Charlton Brown, EA, MSPA
    Consulting Actuary

    904-610-1745
    Christie Zeller
    Intern
    czeller [@] egps.com
    251-270-6830
    Clyde Sharman
    Senior Retirement Plan Consultant
    csharman [@] egps.com
    904-242-4245
    Connie Howard
    Retirement Plan Assistant
    choward [@] egps.com
    251-270-6835
    Dean Swan
    Data Quality Manager
    dswan [@] egps.com
    904-422-4107
    Donna Fiorella
    Senior Retirement Plan Consultant
    dfiorella [@] egps.com
    985-674-9148
    Ellen Sosa, QPA, QKA
    Senior Retirement Plan Consultant
    esosa [@] egps.com
    212-494-9071
    Fred Herman
    Accounting Assistant
    fherman [@] egps.com
    212-494-9075
    Izabel Rivas
    Intern
    irivas [@] egps.com
    904-242-4245
    Jak Y.Ninyo
    Senior Actuarial Consultant
    jninyo [@] egps.com
    212-494-9064
    Janette Holm, ERPA, CEBS
    Senior Retirement Plan Consultant
    jholm [@] egps.com
    949-299-5952
    Jennifer Baker, CRSP
    Retirement Plan Consultant
    jbaker [@] egps.com
    858-400-8445
    Jessica Childress
    Retirement Plan Consultant
    jchildress [@] egps.com
    251-270-6829
    JoAnne Estes
    Accounting Manager
    jestes [@] egps.com
    904-242-4245
    Jon Hopkins, ASA, MAAA
    Consulting Actuary
    jhopkins [@] egps.com
    858-400-8449
    Kaitlin Watson
    Retirement Plan Assistant
    kwatson [@] egps.com
    251-270-6826
    Karen Spivey, APA, ERPA
    Senior Retirement Plan Consultant
    kspivey [@] egps.com
    949-398-2472
    Katie Brown, EA, MAAA
    Consulting Actuary
    kbrown [@] egps.com
    212-494-9043
    Katie Deutz
    Retirement Plan Assistant
    kdeutz [@] egps.com
    858-400-8446
    Kelly Ray
    Retirement Plan Assistant
    kray [@] egps.com
    251-270-6824
    Lindsay D. Lopez, ERPA, APA
    Senior Retirement Plan Consultant
    llopez [@] egps.com
    858-400-8441
    Lynda Mulley
    Sales Support & Onboarding Assistant
    lmulley [@] egps.com
    949-398-2473
    Maritza Martinez
    Sales Support & Onboarding Assistant
    mmartinez [@] egps.com
    949-398-2480
    Marla Campbell
    Retirement Plan Assistant
    mcampbell [@] egps.com
    985-612-0032
    Martha Coyle
    Plan Document Specialist
    mcoyle [@] egps.com
    904-242-4245
    Monica J. Saint, CEBS
    Senior Retirement Plan Consultant
    msaint [@] egps.com
    949-398-2479
    Nicole Dorsey
    Actuarial Assistant
    ndorsey [@] egps.com
    212-494-9073
    Pam Reinhardt
    Actuarial Assistant
    preinhardt [@] egps.com
    212-760-0172
    Pat Guida
    Senior Actuarial Consultant
    pguida [@] egps.com
    212-494-9080
    Paula Pimentel, ERPA
    Compliance Manager
    ppimentel [@] egps.com
    858-400-8504
    Penny Milligan, QPA, QKA, CEBS
    Senior Retirement Plan Consultant
    pmilligan [@] egps.com
    985-612-0033
    Priya D. Chandra, QPA
    Senior Actuarial Consultant
    pchandra [@] egps.com
    212-494-9054
    Rita McDonald
    Senior Retirement Plan Consultant
    rmcdonald [@] egps.com
    251-270-6825
    Robert Holt
    Actuarial Assistant
    rholt [@] egps.com
    212-494-9068
    Robert Miotto
    Senior Actuarial Consultant
    rmiotto [@] egps.com
    212-494-9067
    Robin L. White, QKA
    Senior Retirement Plan Consultant
    rwhite [@] egps.com
    904-242-4245
    Rosanne Mitchell, QKA
    Senior Retirement Plan Consultant
    rmitchell [@] egps.com
    904-242-4245
    Rose Distefano, MBA
    Senior Actuarial Consultant
    rdistefano [@] egps.com
    212-494-9069
    Shelly Sullivan
    Retirement Plan Consultant
    ssullivan [@] egps.com
    251-270-6822
    Sherri Hyde
    Senior Retirement Plan Consultant
    shyde [@] egps.com
    251-270-6821
    Stacey Brookshier
    Office Assistant
    sbrookshier [@] egps.com
    858-400-8443
    Starla Fogarty
    Office Administrator
    sfogarty [@] egps.com
    949-398-2474
    Stephanie Erndt
    Retirement Plan Assistant
    serndt [@] egps.com
    858-400-8505
    Susanne Tillman
    Office Manager
    stillman [@] egps.com
    904-242-4245
    Tammy DeDen
    Senior Retirement Plan Consultant
    tdeden[@] egps.com
    949-299-5958
    Tessa Rivas, QKA
    Retirement Plan Consultant
    trivas [@] egps.com
    904-242-4245
    Theresa Miotto
    Business Director
    tmiotto [@] egps.com
    212-494-9053
    Wayne Smalley, QPA, QKA
    Senior Retirement Plan Consultant
    wsmalley [@] egps.com
    904-242-4245
    William Shurm, ERPA
    Regional Client Relationship Manager
    wshurm [@] egps.com
    407-421-6474
    Yelena Kleyn
    Senior Retirement Plan Consultant
    ykleyn [@] egps.com
    212-494-9088
    Yelena V. Melik, QPA, QKA
    Senior Actuarial Consultant
    ymelik [@] egps.com
    212-494-9082
    Ypani Guerrero
    Marketing Specialist
    yguerrero [@] egps.com
    949-299-5951
  • Peter Stephan, AIF
    Executive Vice President, Sales
    pstephan [@] egps.com
    949-398-2478
    Tamara Lewis
    National Director, Sales Support and Onboarding
    tlewis [@] egps.com
    949-398-2477
    Tali Vaughn, QKA
    Regional Vice President, Sales & Consulting
    tvaughn [@] egps.com
    858-400-8450
    Candace Heffelfinger, CPFA, CBC
    Regional Advisor Relationship Manager
    cheffelfinger [@] egps.com
    334-328-0037
    Stacya von der Osten
    Regional Vice President, Sales
    svonderosten [@] egps.com
    904-778-6256
    James Passarelli, QPA, QKA, CPFA
    Regional Vice President, Sales
    jpassarelli [@] egps.com
    402-415-4349
    Cheri Wilner Kessner, ERPA, QPA
    Regional Vice President
    ckessner [@] egps.com
    949-299-5953
    Belinda B. Henning
    Regional Vice President
    bhenning [@] egps.com
    251-367-6618
    Jim Norman, ERPA, QPA
    Enrolled Retirement Plan Agent
    jnorman [@] egps.com
    949-299-5956
  • Our History

    In 1974, the government passed ERISA, the legislation that set minimum standards for voluntarily executed retirement plans. Many third party administrators worried about how this change would affect them, but EGPS looked at this legislation as an opportunity. We had already committed ourselves to finding creative retirement solutions in 1971, and we continue to honor this commitment every day, no matter how complex the plan.





Did You Know?

  • 89%
  • 77%
  • 50%
  • 89% of workers value a 401(k) or similar plan as an important benefit.
    77% say that retirement benefits offered by a prospective employer will be a major factor in their decision whether to accept a job offer.
    50% say they would be likely to switch employers for a nearly identical job with a similar employer that offered better retirement benefits.

Source: Transamerica Center for Retirement Research

What Our Clients Are Saying

  • "As a CPA, I appreciate the unique expertise EGPS brings to DB/DC plan designs. They share our core philosophy of providing creative and practical solutions to meet our clients' goals."

    Testimonial
    -Jared Faltys, CPA at Retirement Plan Consultants

Our National Presence

“Creatively designing retirement plans since 1971.”

Contact Us

Thank you for your interest in EGPS.
Feel free to contact or call us with any questions you have regarding our services.
We are always happy to provide additional information.

(888) 959-3477