Who We Are
About Us
We are an independent consulting firm that designs and administers retirement plans.
We service approximately 4,500 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.
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Daniel Liss, EA, MSPA Chief Executive Officer dliss [@] egps.com 212-494-9060 Dawn Genz Chief Operating Officer dgenz [@] egps.com 212-671-1870 Mike Parker Chief Technology Officer mparker [@] egps.com 949-398-2475 Charles A. Brown, EA, MSPA,QPA, QKA Chief Compliance Officer cbrown [@] egps.com 904-730-1445 Peter Stephan, AIF Executive Vice President pstephan [@] egps.com 949-398-2478 Bill Presson, ERPA, APA, QPA, QKA, APR Executive Vice President, Sales & Consulting bpresson [@] egps.com 205-994-4070 William J. Sheffler, EA, FCA, ASA, MAAA Executive Vice President bsheffler [@] egps.com 858-400-8440 Cheri Wilner Kessner, ERPA, QPA Sales Consultant ckessner [@] egps.com 949-299-5953 Jim Norman, ERPA, QPA Enrolled Retirement Plan Agent jnorman [@] egps.com 949-299-5956 -
Aggie Bereziuk Senior Retirement Plan Consultant abereziuk [@] egps.com 973-370-4850 Alicia Anderson Loan & Distribution Specialist aanderson [@] egps.com 904-730-1461 Alison Rose, QKA Senior Retirement Plan Consultant arose [@] egps.com 212-364-5627 Alison Bryant Acturial Assistant abryant [@] egps.com 904-800-4601 Amber Butcher Document Specialist abutcher [@] egps.com 212-531-5190 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 Acturial Consultant bcrittenden [@] egps.com 949-299-5957 Becky Kong Senior Actuarial Consultant bkong [@] egps.com 212-494-9007 Beth Solomon Senior Retirement Plan Consultant bsolomon [@] egps.com 914-294-4140 Brenda Bates Onboarding Specialist bbates [@] egps.com 949-220-1003 Brittany Hastings Document Specialist bhastings [@] egps.com 212-738-9580 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 N/A 904-610-1745 Christie Zeller Office Administrator czeller [@] egps.com 251-270-6830 Clyde Sharman Senior Retirement Plan Consultant csharman [@] egps.com 904-730-1498 Constantine Sotiriou Senior Retirement Plan Consultant gsotiriou [@] egps.com 914-241-7368 Dean Swan, QKA Data Quality Manager dswan [@] egps.com 904-730-1449 Diane Cocozzo Office Administrator dcocozzo [@] egps.com 914-893-4715 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 Erin Books, ERPA, CPC, TGPC Compliance Manager ebooks [@] egps.com 212-931-8564 Fred Herman Accounting Assistant fherman [@] egps.com 212-494-9075 Izabel Rivas Intern irivas [@] egps.com 904-730-1515 Janette Holm, ERPA, CEBS Senior Retirement Plan Consultant jholm [@] egps.com 949-299-5952 Jennifer Baker, CRSP Product Manager jbaker [@] egps.com 858-400-8445 Jennifer Rushin Office Administrator jrushin [@] egps.com 212-206-8641 Jennifer Williams Retirement Plan Consultant jwilliams [@] egps.com 973-339-7948 Jessica Childress Retirement Plan Consultant jchildress [@] egps.com 251-270-6829 JoAnne Estes Accounting Manager jestes [@] egps.com 904-730-1460 Jody Tully Senior Plan Consultant – Fringe and Welfare jtully [@] egps.com 973-282-8567 Kaitlin Watson Retirement Plan Assistant kwatson [@] egps.com 251-270-6826 Kala Miller Document Specialist kmiller [@] egps.com 212-206-8107 Karen Spivey, APA, ERPA Senior Retirement Plan Consultant kspivey [@] egps.com 949-398-2472 Katherine Florio Loan & Distribution Specialist kflorio [@] egps.com 973-270-9856 Kathleen Wall Administrative Assistant kwall [@] egps.com 914-246-0630 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 Assistant kray [@] egps.com 251-270-6824 Kimberly Rineer, CPC, QPA, QKA Senior Retirement Plan Consultant krineer [@] egps.com 858-693-2075 Laura Joseph Loan and Distribution Specialist ljoseph [@] egps.com 973-318-9622 Linda Niu Actuarial Consultant lniu [@] egps.com 914-265-9374 Lindsay D. Lopez, ERPA, APA Senior Retirement Plan Consultant llopez [@] egps.com 858-400-8441 Lisa Lukic Office Manager llukic [@] egps.com 914-345-8580 Lynda Mulley Sales Support & Onboarding Assistant lmulley [@] egps.com 949-398-2473 Maritza Martinez Onboarding Specialist mmartinez [@] egps.com 949-398-2480 Martha Coyle Plan Document Specialist mcoyle [@] egps.com 904-730-1522 Melissa Licari Actuarial Assistant mlicari [@] egps.com 949-220-1004 Monica J. Saint, CEBS Senior Retirement Plan Consultant msaint [@] egps.com 949-398-2479 Nicole Dorsey Acturial Consultant ndorsey [@] egps.com 212-494-9073 Pam Reinhardt Actuarial Assistant preinhardt [@] egps.com 212-494-9073 Patricia Conger Regional Vice President and Consulting Actuary pconger [@] egps.com 973-434-7496 Pat Guida Senior Actuarial Consultant pguida [@] egps.com 212-494-9080 Paul Lau Senior Retirement Plan Consultant plau [@] egps.com 914-618-4307 Paula Pimentel, ERPA Compliance Manager ppimentel [@] egps.com 858-400-8504 Priya D. Chandra, QPA Senior Actuarial Consultant pchandra [@] egps.com 212-494-9054 Richard Rossi Senior Retirement Plan Consultant rrossi [@] egps.com 973-330-8934 Rita McDonald Regional Manager/Senior Retirement 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 904-245-1395 Rose Distefano, MBA Senior Actuarial Consultant rdistefano [@] egps.com 212-494-9069 Sarah Hall Retirement Assistant shall [@] egps.com 858-869-0883 Shawn Sharp Transaction Specialist ssharp [@] egps.com 904-490-8855 Shelly Sullivan Retirement Plan Consultant ssullivan [@] egps.com 251-270-6822 Sherri Hyde Senior Retirement Plan Consultant shyde [@] egps.com 251-270-6821 Starla Fogarty Office Administrator sfogarty [@] egps.com 949-398-2474 Stephanie Erndt Retirement Plan Assistant serndt [@] egps.com 858-400-8505 Steven Reyna Actuarial Consultant sreyna [@] egps.com 949-220-1006 Susanne Tillman Office Manager stillman [@] egps.com 904-419-7524 Tammy DeDen Senior Retirement Plan Consultant tdeden [@] egps.com 949-299-5958 Tessa Rivas, QKA Retirement Plan Consultant trivas [@] egps.com 904-730-1464 Theresa Miotto Business Director tmiotto [@] egps.com 212-494-9053 Tim Odin Retirement Plan Consultant todin [@] egps.com 212-494-9064 Tyson Genz Transaction Specialist tgenz [@] egps.com 212-931-8567 Vivianna Mercado Office Administrator vmercado [@] egps.com 914-893-4734 Wanda Lee Couch, ERPA, QPA, QKA Regional Manager wcouch [@] egps.com 904-730-1467 Wayne Smalley, QPA, QKA Senior Retirement Plan Consultant wsmalley [@] egps.com 904-730-1447 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 pstephan [@] egps.com 949-398-2478 Bill Presson, ERPA, APA, QPA, QKA, APR Executive Vice President, Sales & Consulting bpresson [@] egps.com 205-994-4070 Fred Harrison Regional Vice President fharrison [@] egps.com 914-798-4499 Elise Feldman, CPC, AIF Regional Vice President efeldman [@] egps.com 973-282-8612 Sharon F. Birnbaum, PHR Regional Vice President, Sales & Consulting sbirnbaum [@] egps.com 973-339-3442 Tali Vaughn, QKA Regional Vice President, Sales & Consulting tvaughn [@] egps.com 858-400-8450 Phuong Jennings, QKA Regional Vice President, Sales & Consulting pjennings [@] egps.com 949-220-1005 Stacya von der Osten Regional Vice President, Sales & Consulting svonderosten [@] egps.com 904-778-6256 Cheri Wilner Kessner, ERPA, QPA Sales Consultant ckessner [@] egps.com 949-299-5953 Jim Norman, ERPA, QPA Enrolled Retirement Plan Agent jnorman [@] egps.com 949-299-5956 Scott Ann Setzer Consultant ssetzer [@] egps.com 858-400-8447 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.
