EGPS
Kathryn Goracke is an experienced professional currently serving as Regional Manager at EGPS since August 2021. Prior to this role, Kathryn worked at Summit Benefit & Actuarial Services, Inc. from April 2012 to August 2021, where responsibilities included preparing valuations for pension actuaries, overseeing IRS filings, managing client correspondence, and conducting analyses of pension plans and financial statements. Kathryn holds a Bachelor of Arts in Finance from Linfield University, earned between 1997 and 2001.
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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.