HELPING BUILD GOALS AND DREAMS
Erin specializes in sharing her retirement plan expertise with other financial professionals and plan sponsors. Erin has over 20 years of experience consulting on defined contribution plans, 403(b) plans, nonqualified plans, and IRAs. At Economic Group Pension Services, Inc., Erin provides compliance services for clients, as well as training and ERISA support for the EGPS team. Erin also oversees plan document services at EGPS. Erin’s depth of technical expertise covers many areas including plan design, plan documents, plan operations, and plan corrections. As an enrolled retirement plan agent (ERPA), Erin represents clients before the IRS while handling submissions under the voluntary correction program and supporting plans that are under examination.
Erin has earned the designations of Certified Pension Consultant (CPC) and Tax-exempt and Governmental Plans Consultant (TGPC) through ASPPA, and currently serves on the board of the ASPPA Benefits Council of the Greater Twin Cities. In her free time, Erin enjoys golfing, mountain biking, skiing, reading, and spending time with her children.