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
212-494-9060Dawn Genz
Chief Operating Officer
dgenz [@] egps.com
212-244-9582Mike Parker
Chief Technology Officer
mparker [@] egps.com
949-398-2475Bill Presson, ERPA, APA, QPA, QKA, APR
Executive Vice President, Sales
bpresson [@] egps.com
205-994-4070Peter Stephan, AIF
Executive Vice President
pstephan [@] egps.com
949-398-2478William J. Sheffler, EA, FCA, ASA, MAAA
Executive Vice President
bsheffler [@] egps.com
858-400-8440Charles A. Brown, EA, MSPA, QPA, QKA
Chief Compliance Officer
cbrown [@] egps.com
904-242-4245Cheri Wilner Kessner, ERPA, QPA
Sales Consultant
ckessner [@] egps.com
949-299-5953Doug Jones ERPA, MBA, CDR-USNR-R
Regional Vice President
djones [@] egps.com
949-398-2471Jim Norman, ERPA, QPA
Enrolled Retirement Plan Agent
jnorman [@] egps.com
949-299-5956 - Alicia Anderson
Loan & Distribution Specialist
aanderson [@] egps.com
904-242-4245Alison Bryant
Actuarial Assistant
abryant [@] egps.com
904-242-4245Anneke F. Ratnasari
Retirement Plan Assistant
aratnasari [@] egps.com
949-299-5955Ashley Cortez
Retirement Plan Assistant
acortez [@] egps.com
949-299-5954Barbara Crittenden, QPA, QKA
Senior Actuarial Consultant
bcrittenden [@] egps.com
949-299-5957Brenda Bates
Onboarding Specialist
bbates [@] egps.com
949-220-1003Charity Westphal, EA
Consulting Actuary
cwestphal [@] egps.com
949-398-2476Charlene Nelson
Senior Retirement Plan Consultant
cnelson [@] egps.com
251-270-6828Charlton Brown, EA, MSPA
Consulting Actuary
904-610-1745Christie Zeller
Intern
czeller [@] egps.com
251-270-6830Clyde Sharman
Senior Retirement Plan Consultant
csharman [@] egps.com
904-242-4245Dean Swan
Data Quality Manager
dswan [@] egps.com
904-422-4107Donna Fiorella
Senior Retirement Plan Consultant
dfiorella [@] egps.com
985-674-9148Ellen Sosa, QPA, QKA
Senior Retirement Plan Consultant
esosa [@] egps.com
212-494-9071Fred Herman
Accounting Assistant
fherman [@] egps.com
212-494-9075Izabel Rivas
Intern
irivas [@] egps.com
904-242-4245Janette Holm, ERPA, CEBS
Senior Retirement Plan Consultant
jholm [@] egps.com
949-299-5952Jennifer Baker, CRSP
Retirement Plan Consultant
jbaker [@] egps.com
858-400-8445Jessica Childress
Retirement Plan Consultant
jchildress [@] egps.com
251-270-6829JoAnne Estes
Accounting Manager
jestes [@] egps.com
904-242-4245Jon Hopkins, ASA, MAAA
Consulting Actuary
jhopkins [@] egps.com
858-400-8449Kaitlin Watson
Retirement Plan Assistant
kwatson [@] egps.com
251-270-6826Karen Spivey, APA, ERPA
Senior Retirement Plan Consultant
kspivey [@] egps.com
949-398-2472Katie Brown, EA, MAAA
Consulting Actuary
kbrown [@] egps.com
212-494-9043Katie Deutz
Retirement Plan Assistant
kdeutz [@] egps.com
858-400-8446Kelly Ray
Retirement Plan Assistant
kray [@] egps.com
251-270-6824Lindsay D. Lopez, ERPA, APA
Senior Retirement Plan Consultant
llopez [@] egps.com
858-400-8441Lynda Mulley
Sales Support & Onboarding Assistant
lmulley [@] egps.com
949-398-2473Maritza Martinez
Onboarding Specialist
mmartinez [@] egps.com
949-398-2480Martha Coyle
Plan Document Specialist
mcoyle [@] egps.com
904-242-4245Melissa Licari
Actuarial Assistant
mlicari [@] egps.com
949-220-1004Monica J. Saint, CEBS
Senior Retirement Plan Consultant
msaint [@] egps.com
949-398-2479Nicole Dorsey
Actuarial Assistant
ndorsey [@] egps.com
212-494-9073Pam Reinhardt
Actuarial Assistant
preinhardt [@] egps.com
212-760-0172Pat Guida
Senior Actuarial Consultant
pguida [@] egps.com
212-494-9080Paula Pimentel, ERPA
Compliance Manager
ppimentel [@] egps.com
858-400-8504Penny Milligan, QPA, QKA, CEBS
Senior Retirement Plan Consultant
pmilligan [@] egps.com
985-612-0033Priya D. Chandra, QPA
Senior Actuarial Consultant
pchandra [@] egps.com
212-494-9054Rita McDonald
Senior Retirement Plan Consultant
rmcdonald [@] egps.com
251-270-6825Robert Holt
Actuarial Assistant
rholt [@] egps.com
212-494-9068Robert Miotto
Senior Actuarial Consultant
rmiotto [@] egps.com
212-494-9067Robin L. White, QKA
Senior Retirement Plan Consultant
rwhite [@] egps.com
904-242-4245Rosanne Mitchell, QKA
Senior Retirement Plan Consultant
rmitchell [@] egps.com
904-242-4245Rose Distefano, MBA
Senior Actuarial Consultant
rdistefano [@] egps.com
212-494-9069Shelly Sullivan
Retirement Plan Consultant
ssullivan [@] egps.com
251-270-6822Sherri Hyde
Senior Retirement Plan Consultant
shyde [@] egps.com
251-270-6821Stacey Brookshier
Office Assistant
sbrookshier [@] egps.com
858-400-8443Starla Fogarty
Office Administrator
sfogarty [@] egps.com
949-398-2474Stephanie Erndt
Retirement Plan Assistant
serndt [@] egps.com
858-400-8505Steven Reyna
Actuarial Consultant
sreyna [@] egps.com
949-220-1006Susanne Tillman
Office Manager
stillman [@] egps.com
904-242-4245Tammy DeDen
Senior Retirement Plan Consultant
tdeden[@] egps.com
949-299-5958Tessa Rivas, QKA
Retirement Plan Consultant
trivas [@] egps.com
904-242-4245Theresa Miotto
Business Director
tmiotto [@] egps.com
212-494-9053Wanda Lee Couch, ERPA, QPA, QKA
Senior Retirement Plan Consultant
wcouch [@] egps.com
904-242-4245Wayne Smalley, QPA, QKA
Senior Retirement Plan Consultant
wsmalley [@] egps.com
904-242-4245William Shurm, ERPA
Regional Client Relationship Manager
wshurm [@] egps.com
407-421-6474Yelena Kleyn
Senior Retirement Plan Consultant
ykleyn [@] egps.com
212-494-9088Yelena V. Melik, QPA, QKA
Senior Actuarial Consultant
ymelik [@] egps.com
212-494-9082Ypani Guerrero
Marketing Specialist
yguerrero [@] egps.com
949-299-5951 - Peter Stephan, AIF
Executive Vice President
pstephan [@] egps.com
949-398-2478Bill Presson, ERPA, APA, QPA, QKA, APR
Executive Vice President, Sales
bpresson [@] egps.com
205-994-4070Tamara Lewis
National Director, Sales Support and Onboarding
tlewis [@] egps.com
949-398-2477Elise Feldman, CPC, AIF
Regional Vice President
efeldman [@] egps.com
973-376-6777Tali Vaughn, QKA
Regional Vice President, Sales & Consulting
tvaughn [@] egps.com
858-400-8450Stacya von der Osten
Regional Vice President, Sales
svonderosten [@] egps.com
904-778-6256Cheri Wilner Kessner, ERPA, QPA
Sales Consultant
ckessner [@] egps.com
949-299-5953Sharon F. Birnbaum, PHR
Regional Vice President, Sales & Consulting
sbirnbaum [@] egps.com
973-376-6777Phuong Jennings, QKA
Regional Vice President, Sales & Consulting
pjennings [@] egps.com
949-220-1005Jim Norman, ERPA, QPA
Enrolled Retirement Plan Agent
jnorman [@] egps.com
949-299-5956Scott 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.
