EGPS
Katie Yeung, QPA, QKA, is an accomplished Retirement Plan Compliance Analyst II at EGPS since March 2022, bringing over 13 years of experience in the retirement plan industry. Previously, Katie served as a Senior Retirement Plan Administrator at Allied Consultants, Inc., managing a portfolio of 180 defined contribution plans and ensuring compliance through testing, administration, and asset reconciliations. Key responsibilities included preparing and filing IRS tax forms, conducting year-end data preparations, collaborating with various stakeholders, and supporting IRS audits and DOL investigations. Katie holds a Bachelor’s Degree in Accounting from California State Polytechnic University-Pomona, completed between 2005 and 2007.
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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.