HELPING BUILD GOALS AND DREAMS
HELPING BUILD GOALS AND DREAMS

Elise Feldman

Elise Feldman, CPC, AIF

Regional Vice President, Sales & Consulting

Elise established Feldman Benefit Services, Inc., an actuarial and employee benefits firm, in 1983 and Outsource, Inc., a human resource consulting firm, in 1991. Throughout the years, Elise and her staff have provided consulting and annual administration services for over 400 clients’ benefit programs, including qualified retirement plans, deferred compensation programs, welfare benefit plans, and personnel management services. In 2019, as President and CEO of both companies, Elise joined forces with New York-based, EGPS, where she and her staff continue to provide customized benefit solutions to clients.

Elise speaks extensively across the country about qualified retirement plans, leadership techniques, and sales skills, providing continuing education (CE) courses for accountants and investment professionals. In 2017, she co-authored a Retirement Plan Boot Camp Manual with Sharon Birnbaum. Elise has earned her actuarial designation Certified Pension Consultant (CPC), Licenses for Life, Health, Disability and Long-Term Care Insurances, and Accredited Investment Fiduciary (AIF®). In 2008, Elise was honored by the Small Business Council of America by receiving the “Connie Murdoch Award.”

Currently, Elise serves on the Board of the Small Business Council of America, the Board of Jewish Federation in the Heart of New Jersey, the Board of the Axelrod Performing Arts Center, and the Board of The Festival of the Arts Boca.