HELPING BUILD GOALS AND DREAMS
HELPING BUILD GOALS AND DREAMS

About EGPS – new

Who We Are

At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals. We help business owners and their employees save for their dreams, all while minimizing risk and tax burden, and maximizing savings through expert retirement plan administration and consulting. We’re also dedicated to serving our partners, financial advisors, CPAs, and recordkeepers, constantly striving to be their best ally. 

Our History

EGPS started in 1971, in a small office in New York City, with the goal of helping business owners and their employees save for the future.  EGPS was built on the foundations of strong family culture and significant actuarial expertise. We have grown into a national company with consultants across the U.S., still dedicated to helping owners and employees achieve their goals.

Administering more than 7,000 retirement plans
States
Managing more than 17.3 billion dollars in plan assets
1 dedicated point of contact for each client

We continuously strive to provide the best service and client experience in the industry, through cutting-edge technology and the expertise of our amazing people.

Daniel LissCEO

What We Do

We provide one dedicated Retirement Plan Consultant for each client, ensuring they get the dedicated attention they deserve. At EGPS, we are committed to being the best service provider in the industry by continually growing and evolving to meet the needs of our clients and partners. We want to join your team and consistently exceed your expectations.

How? We help clients and partners reach their personal and organizational objectives through:

Expert retirement plan design and administration

Leveraging tax-saving strategies to maximize wealth

Ensuring plan compliance with IRS and DOL guidelines

Integrating with other service providers

Providing revenue sharing back to clients, with full transparency of our fees

At EGPS, we combine national resources, professionalism, and expertise with personal collaboration to help our clients and partners reach their goals. Here’s a small taste of the EGPS experience:

Customization

  • We provide customizable plan options that help plan sponsors achieve greater results and cost-effectiveness.
  • We focus on meeting our clients’ unique goals.

Expertise

  • EGPS is comprised of a team of long-tenured professionals, including in-house enrolled actuaries and ERISA experts.
  • Our experienced plan consultants keep plans in compliance and running smoothly.

Service

  • Our clients and partners are our number one priority.
  • We provide one direct point of contact to ensure clients receive the dedicated support they deserve.

Quality

  • We pride ourselves on top-notch service from industry thought leaders and resources across the nation.
  • We cross-check retirement plan data with payroll data, ensuring complete accuracy behind-the-scenes.

Values

  • Our team, the foundation of EGPS, is driven by our values: loyalty, humility, respect, creativity, collaboration, abundance mentality, growth, structure, and integrity.

Cost

  • We provide flat fee service schedules for every plan, regardless of asset size.
  • We’re transparent with our costs up-front – no hidden or surprise fees down the road.

What our clients are saying!

Lisa Adams

Pulmonary Group of Central Florida

If I had to describe EGPS in one word, it would be phenomenal. I absolutely recommend them. They go above and beyond and are always helpful and patient!”

Elizabeth Morse

Family Health Center of Worcester, Inc.

There are so many great things to say about EGPS! They are responsive, pleasant, helpful, and knowledgeable. With EGPS, you have a real partner managing your retirement plan.”

Dan Mellesmoen

 American Fastening Systems 401(k) Plan

The staff at EGPS that I have corresponded with have all been very helpful, provided excellent counsel, prompt feedback, and are pleasant to work with. 

ACROSS AMERICA AND AROUND THE CORNER

EGPS is a national company with experienced, friendly professionals throughout the country.  We focus on providing personalized, expert retire­ment plan consulting and services across all 50 states. What does this mean for our clients and partners? You receive dedicated, local service backed by the resources and expertise of a national firm.  Looking for your local contact? Check out our National Sales Map.