Economic Group Pension Services, Inc. Expands Defined Benefit Team
PR Web
NEW YORK (PRWEB) January 30, 2018
Economic Group Pension Services, Inc. (EGPS), a national retirement consulting and administrative firm, is proud to announce the growth of its actuarial team. These individuals offer a wealth of expertise and are the latest additions in the expansion of EGPS in the retirement planning arena.
Daniel Liss, Chief Executive Officer stated, "I am thrilled to have two newly qualified Enrolled Actuaries (EA) and an Associate of the Society of Actuaries (ASA) on the team. Each of these individuals brings with them extensive knowledge regarding defined benefit and cash balance plans."
Katie Brown, a Consulting Actuary with EGPS since 2015, became an Enrolled Actuary in 2017. She has worked in the pension actuarial industry for over 10 years and excels in working on large defined benefit plans. In addition to her EA, she is also a Member of the American Academy of Actuaries and has a bachelor's and master's degree in Mathematics. Katie is currently working in EGPS' New York office.
Charity Westphal, the newest Enrolled Actuary to join the team, passed her EA exam in January 2018. She brings to the team her knowledge of traditional/tiered defined benefit plans, cash balance hybrid plans, and defined benefit/defined contribution combo plans. Charity will work in EGPS' Orange County, California office. She holds a Bachelor of Arts in Economics from the University of California, Berkley.
Based in the San Diego, California office, Jon Hopkins joins EGPS with prior experience working on both small and large pension plans. During his five years in pension actuarial services, Jon has successfully obtained an ASA credential with The Society of Actuaries and is a Member of The American Academy of Actuaries. Jon's educational background includes a Bachelor of Economics from University of California, San Diego as well as a Master of International Economics and Business from The Corvinus University of Budapest.
About Economic Group Pension Services Founded in 1971, Economic Group Pension Services, Inc. is a national independent consulting firm that designs and administers qualified retirement plans. With plan administration offices in New York, Alabama, Louisiana, and California, the company manages over 3,400 employee benefit plans for business owners and their employees across the country. For more information about the company, please visit https://egps.com/
Woodbridge class-action suit expands to Treasure Coast brokers Klager, Gilchrist, Hannah
Rick Siskey’s widow received millions in life insurance. A lawyer wants her to talk.
Advisor News
- A hybrid approach outperforms the 4% Rule, researchers find
- The missing piece in most retirement plans
- Clients are bringing TikTok insurance advice into advisor meetings
- Embracing a family-centric approach to financial planning
- Family communication: Financial planning’s growing blind spot
More Advisor NewsAnnuity News
- The Manhattan Life Insurance Company Acquires Union Security Life Insurance Company of New York
- Cayman Islands premier to meet with U.S. reinsurance regulators
- Investigation finds deceptive sales, churning of annuities targeting postal workers
- Corebridge annuity sales slip ahead of Equitable marriage
- California teachers settle class-action lawsuit over in-plan annuity fees
More Annuity NewsHealth/Employee Benefits News
- Healthcare costs a still a political issue
- Healthcare costs are a potent political issue in Georgia
- Cuts to healthcare access harm us all
- AG Clark sues over effort to undermine Affordable Care Act protections
- Trump administration finalizes restrictions on Medicaid and CHIP funding for youth gender-affirming care
More Health/Employee Benefits NewsLife Insurance News
- Insurers, rating firms push back on NAIC credit rating oversight plan
- The Manhattan Life Insurance Company Acquires Union Security Life Insurance Company of New York
- Symetra Named to PEOPLE® Companies That Care™ List for Second Consecutive Year
- LIMRA: Individual life sales continue growth trend in Q2, led by whole life and VUL
- New York Life Awards 20 Golden Futures Scholarships, Expanding Student Support Through Financial Education and Career Development
More Life Insurance News