EGPS
Donny Sandberg is a seasoned professional with extensive experience in the actuarial field and a strong background in mathematics. As Regional Manager and Actuarial Consultant at EGPS since February 2020, Donny oversees a diverse portfolio of clients managing Defined Benefit and Cash Balance Plans. Prior experience includes tenure at The Pension Studio as a Senior Actuarial Administrator, where Donny maintained approximately 100 client plans, as well as roles at Summit Benefit & Actuarial Services, Inc. analyzing pension plans and performing IRS tax filings. Additionally, Donny has previous experience as a Professional Mathematics Tutor and a Technician at Kendall Auto Group. Donny holds a Bachelor of Science in Mathematics from the University of Oregon and has completed studies at Oregon State University and Lane Community College.
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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.