EGPS
Phuong Jennings, QKA, currently serves as Regional Vice President of Sales & Consulting at EGPS since March 2019. Prior to this role, Phuong was a Retirement Plan Regional Sales Consultant at QBI - an Ascensus Company from February 2015 to March 2019, where responsibilities included sales consultation and plan design for various retirement plans. Phuong’s experience also includes working as a Relationship Retirement Coordinator at American Funds from August 2008 to February 2011, serving as a liaison among key stakeholders, and as a Senior Account Manager at TruSource from January 2006 to July 2008, focusing on account management and plan consulting. Earlier roles include New Business Coordinator and Valuation Analyst at The Pension Group from 2000 to 2006, specializing in plan administration and sales support.
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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.