EGPS
Beth Mathison is an experienced professional with a diverse background in office administration, project management, and writing. Currently serving as an Office Administrator and Task/Project Manager in DB Operations at EGPS since July 2021, Beth focuses on helping individuals achieve their retirement plan goals through project planning and software administration. Prior to this role, Beth spent nearly 24 years at Summit Benefit and Actuarial Services, Inc., where extensive responsibilities included managing large volumes of emails and overseeing project and task administration. Additionally, Beth has been a freelance writer and visual artist since 1989, with published works including an audiobook titled "Mobster" and contributions to various literary publications. Beth holds a Bachelor's degree in English from the University of Wisconsin-Milwaukee and has previous experience as a Benefits Specialist at Alverno College, where responsibilities included insurance administration and employee relations.
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EGPS
Economic Group Pension Services (EGPS) was established in 1971 to provide premier retirement plan administration services. In the beginning, EGPS focused on defined benefit pension plans. Today, EGPS offers administration services for all types of qualified retirement plans, as well as 403(b), 457, and 409A plans. EGPS offers boutique plan design services to tailor solutions that will exceed our clients' retirement plan needs, help them maximize their tax savings, and provide benefits to their employees. At EGPS, we put our clients and advisors first. Although we are not a small company, we maintain the feel of a small company by offering our clients one-on-one direct personal contact with our experienced plan consultants. We're committed to providing personalized service to each client. Unlike most administration firms, we have both enrolled actuaries and a dedicated compliance team on staff to help our clients and advisors through complex situations. EGPS services more than 5,000 retirement plans with offices located in Alabama, California, Florida, Kansas, Louisiana, New Jersey, and New York.