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 Erin Books, ERPA, CPC, TGPC Compliance Manager ebooks@egps.com 218-931-8564 John Feldt Compliance Manager jfeldt@egps.com 515-867-4858 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 Accounting Manager sbirnbaum [@] egps.com 973-339-3442 Scott P. Slagle, CPA, QPA, CPC Regional Vice President sslagle [@] egps.com 316-330-0347 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 -
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 Scott P. Slagle, CPA, QPA, CPC Regional Vice President sslagle [@] egps.com 316-330-0347 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 Craig Franke, CPA, QPA Laura Grassi
Product Development Manager Regional Vice President, Sales & Consulting
cfranke [@] egps.com lgrassi [@] egps.com
218-389-4899 201-381-3899
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.
