Who We Serve

Our Partners And Clients

At EGPS, we serve a variety of distinct clients. We work with advisors, employers, CPAs, and attorneys to deliver innovative retirement plan solutions, no matter how complex the scenario. We also partner with other TPAs to bring them the best in actuarial services and consulting.

Advisors

Advisors

We believe a good TPA is an advisor’s best ally. We want to be that ally. Partner with us for innovative and creative solutions backed by excellent service. 

 Our goal is to provide you with the right tools, resources, and expertise to serve your clients and prospects. We work behind the scenes, creating designs for tax advantages and maximized savings. We’ll develop custom solutions and proposals for your clients, along with expert advice from our credentialed professionals. 

Employers

Employers

We know business owners have a lot of goals, and we want to help them get there. We join their team and help:

  • Attract and retain talent
  • Meet corporate tax objectives
  • Retain profits 
  • Save for what matters

At EGPS, we take the time to understand clients’ goals, and work to provide solutions tailored to their needs.  We value relationships– many of our administrators have worked with the same clients for over a decade. We provide one dedicated point of contact that’s just a phone call away.

CPAs & Attorneys

Tpas

We practice collaboration every day and extend this spirit of partnership to our CPAs and attorneys. We love working with you to help your clients prepare for retirement and beyond. 

  • Rely on our team of dedicated administrators and actuaries for their expertise and prompt response.
  • We offer innovative solutions for your clients’ retirement plan needs instead of an off-the-shelf plan.
  • We offer tools and continuing education credits to CPAs via EGPS events and webinars.

Third Party Administrators (TPAs)

Third Party Administrators

With 50 years of experience in the defined benefit field, we are well-equipped to serve as your back-office team on all types of defined benefit plans. We will white-label our work and run complimentary proposals for your clients.

Retain clients by partnering with us to provide a creative defined benefit plan design and expert administration, backed by our team of credentialed professionals.  

Recordkeepers

Businesswoman With Tax Report

We work with a wide array of recordkeepers, allowing our partners and clients to choose which one best fits their needs.