About EGPS

Who We Are

With 50 years of industry experience, EGPS strives to ensure partners, employers, and employees see their hopes and dreams come to fruition by saving for the future. Our goal is to ensure you meet yours with expert retirement plan administration and so much more. 

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.  Looking to fill a void in the pension industry, 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.

Serving clients for over 50 years
Helping more than 150,000 participants save
Administering more than 7,000 plans
Expertise on over 1,500 defined benefit plans

What We Do

We’re a team of experienced, credentialed, friendly experts. We focus on providing personalized, unique retirement plan consulting and services to each of our partners and clients. At EGPS, we want to join your team and consistently exceed your expectations.

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

Qualified retirement plan design and administration.

Leveraging tax-saving strategies to maximize wealth

Ensuring your plan’s compliance with IRS and DOL guidelines

Integrating with your other service providers

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

At EGPS, we help people save for their goals so they can make their dreams come true. We work side-by-side with our partners and clients as we all grow to become the best versions of ourselves.

Daniel LissCEO

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.”

NATIONAL FIRM WITH LOCAL PRESENCE

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.