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.

  • 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
    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.



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