We have a fun treat for y’all today: get to know some of our #retirementplan experts and what they makes them tick! In our latest internal interview, we get up close and personal with a few of the brilliant minds behind your #retirement plan administration. From quirky pet peeves (having a public conversation on speaker phone, anyone?) to the celebrities they'd love to meet, we’ve got it all covered. Ready for some laughs and surprising insights? Click the link here to read more: https://lnkd.in/gNUZwxf8 #RetirementExperts #BehindTheScenes #EGPSFun #MeetTheTeam Tyler Kilburn Mandie Roggenkamp Kate Florio Leona Tran, ERPA, QPA
EGPS
Financial Services
New York, NY 1,438 followers
Helping build goals and dreams by providing industry-leading retirement solutions since 1971.
About us
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.
- Website
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https://egps.com/
External link for EGPS
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1971
- Specialties
- 401(k), Defined Benefit Pension, Profit Sharing, Cash Balance, Plan Design, Plan Administration, Actuarial Consulting, Retirement Plans, Retirement Benefits, Third Party Administrtors, Retirement Planning, Financial Services, and Financial Security
Locations
Employees at EGPS
Updates
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Did you know July is National Ice Cream Month? Here at EGPS, we think it's the perfect excuse to indulge in our favorite frozen treats as we work out those expert #retirementplan designs. In honor of this delicious month, let's bring some sweet fun to our LinkedIn feed! Share your favorite flavor below or in the comments. Happy National Ice Cream Month! May your scoops be plentiful and your cones never leak. 🍨 #NationalIceCreamMonth #IceCreamLovers #SweetTreats
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Seeing a theme this week? Yep, we’re talking automatic enrollment again. As we’ve shared, this provision can provide significant #value, and SECURE 2.0 requires some #retirement plan sponsors to include this in their plans beginning in 2025. Fill out the form below to receive our guide that’s the different types of automatic enrollment, along with the benefits, and potential #tax credit available! https://lnkd.in/gQfhka79 #AutomaticEnrollment #RetirementPlanning #TaxCredits
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Yesterday we looked at the benefits of adding #automaticenrollment to #retirementplans. Another important detail? Starting in 2025, SECURE 2.0 is requiring many plans to have automatic enrollment. We've got all the details covered in this post by Erin Gray, ERPA, CPC, TGPC. Get ahead of the curve and stay informed! https://lnkd.in/gAAyz2CV #SECURE2 #RetirementPlanning #AutomaticEnrollment #FinancialSecurity #StayInformed
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Automatic enrollment in #retirement plans can be a great way to increase participation, help #employees start saving sooner, and even earn a potential #tax credit. We break down the different options in this quick video. #AutomaticEnrollment #RetirementSavings
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Happy #NationalSimplicityDay! Ever wish for simpler times? We get it. From assembling IKEA furniture to making healthy choices, we wish pretty much everything was simpler! One thing we CAN make simpler for you? Retirement plan strategies! Check out these three basic #retirementplan #strategy tips from Ashley Wolf to help you simplify your life: https://lnkd.in/gEQNgn52 #RetirementPlanning #FinancialFreedom #SimpleLiving
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Feeling the heat this summer? While we can't control the weather, we can help you keep your cool with our list of upcoming #retirement plan deadlines! No more scrambling to meet #deadlines or sweating over missed dates. Our all-in-one guides for #definedbenefit and #definedcontribution plans ensure you stay on top of your game and enjoy a stress-free summer. Ready to chill out and stay informed? Click this link to get your complete list of #retirementplan deadlines delivered straight to your inbox. Stay cool, stay ahead: https://lnkd.in/grUVkTr5 #RetirementPlanning #StayOrganized #BeatTheHeat #FinancialPlanning
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If cash balance plans had marketing slogans, they might sound like… · Save now, pay taxes later. Uncle Sam can wait. · Have your retirement plan cake and eat it too · Because sometimes, more is more (especially when it comes to savings) Wondering if cash balance plan is your financial soulmate? Spoiler alert: It might be! Check out our latest game show style post on identifying ideal candidates for cash balance plans by J. J. McKinney. #RetirementPlanning #CashBalancePlans #TaxEfficiency #FinancialWisdom #CashBalanceConnection
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Several states are implementing mandatory #retirement programs across the U.S. Thinking of opting into a state-sponsored #retirementplan because it's convenient? Think again! While state-sponsored retirement programs offer a convenient baseline, sponsoring your own retirement plan brings unparalleled #benefits that help your #employees and #business thrive. So, why settle for good when you can go for great? Michael Leonard has a ball sharing insights on why sponsoring a retirement plan is a game-changer. #RetirementPlanning #EmployeeBenefits #FinancialWellness #TalentAttraction #BusinessStrategy
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At EGPS, we pride ourselves on having a team that's second to none, and today, we’re thrilled to shine the spotlight on one of our stellar employees—Kaitlin Watson, QKA! Kaitlin is the epitome of grace under pressure. She juggles project timelines, client expectations, and team dynamics with the finesse of a circus performer who has mastered the art of balance. Kaitlin, your dedication, positive attitude, and unwavering commitment to excellence inspire us all. Thank you for being a driving force at EGPS. #EGPSFamily #EmployeeSpotlight #TeamExcellence #LeadershipInAction
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