EGPS
Dawn Genz has a diverse work experience spanning various industries and roles. Dawn began their career in 1999 as a Reconciliation Manager at PFPC Global Fund Services and later became a Director at WySTAR Global Services. In 2004, they joined Security Bank & Trust Co. as a VP - Trust Officer - Retirement Services. Dawn then served as a Board Member at Waconia Hockey Association and Faith Lutheran Church, Waconia. In 2011, they worked as a Consultant II at Ascensus before joining Goldleaf Partners in 2012. At Goldleaf Partners, they held the positions of Director, Retirement Services and Chief Operations Officer. In 2019, they became the Chief Operating Officer at EGPS. Additionally, they have been a member of Rotary International, serving as a Member - Chaska from 2005 to 2011 and a Member - Brainerd since 2012.
Dawn Genz began their education at Anoka-Ramsey Community College in 1987, where they pursued a degree in General Studies. Dawn successfully completed their Associate of Arts (AA) program in 1989. In 1988, Dawn enrolled in Southwest Minnesota State University and continued their studies in the field of Business/Finance. However, it is not specified whether they completed a degree at this institution, as no degree name is provided for that period.
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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.