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.


Consulting

Insurance

Retirement

EGPS

Daniel Liss

Mandie Roggenkamp

Jessica Quinones

Theresa Miotto

Dawn Genz

Norman Levinrad

Erpa Erin Books Cpc, Tgpc

Lu Saetern

The Compliance Team at EGPS ensures that all retirement plans administered by the company adhere to federal and state regulations. They provide support by identifying and mitigating risks, conducting thorough compliance reviews, and staying current with legislative changes. This team works closely with clients and advisors to navigate complex regulatory landscapes, ensuring that each customized retirement plan meets legal requirements and maintains the highest standards of integrity and fiduciary responsibility.

Compliance Team

Operations and Support Team

Regional Management and Sales Team

Actuarial and Financial Analysis Team

Compliance Team

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