EGPS
Kate Florio is an experienced professional with a robust background in system analysis and education. Currently serving as a System Analyst and Loan and Distribution Specialist at EGPS, INC. since January 2019, Kate previously worked as a Transaction Coordinator at Feldman Benefit Services from May 2016 to January 2019. Kate's extensive educational experience includes a role as a Senior STEM Educator at Liberty Science Center from September 2008 to November 2015, where lessons were developed and presented to diverse audiences. Earlier, Kate was a Research Assistant at Rutgers University from 2004 to 2008, contributing to significant research in oceanography. Kate holds a Master of Science in Oceanography from Rutgers University and a Bachelor of Arts in Geological and Earth Sciences from Boston University. Additionally, Kate completed a certification in Applied Data Science from MIT Professional Education in 2022.
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.