EGPS
Lu Saetern is an experienced professional in retirement planning and pension administration, currently serving as a Lead Analyst at EGPS since January 2021, while also holding the title of Retirement Plan Consultant. Prior roles include Administrator at Nicholas Pension Consultants from April 2014 to January 2021, Relationship Manager at Verisight, Inc from May 2013 to April 2014, and Certified Pension Administrator at Benefit Resources from March 2008 to May 2013. Lu Saetern holds a Bachelor's degree in Accounting from DeVry University.
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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.