NEW YORK (PRWEB) February 28, 2018
Economic Group Pension Services, Inc. (EGPS), a national retirement consulting and administrative firm, officially announces new hires in their San Diego, CA office. Part of this year’s planned growth for the firm, these latest additions to the EGPS team bring with them years of experience in the retirement planning arena.
In this latest office expansion, EGPS has added three talented individuals to contribute to an already dynamic team. “Good people are the backbone of a company. We are experiencing tremendous growth and are pleased to have Tali, Stephanie, and Paula join the firm. Their talent and personalities fit our positive atmosphere,” says Bill Presson, Chief Operating Officer.
Tali Vaughn has been appointed Regional Vice President of Sales. She brings with her over 15 years of working in compliance and third-party retirement plan administration. Tali specializes in creative plan designs, working with CPAs, wealth managers, and financial advisors, presenting plan design solutions to plan sponsors, advisors, and CPAs, as well as developing and executing prevailing wage market campaigns. She is accredited by American Society of Pension Professionals & Actuaries (ASPPA), earned her Qualified 401(k) Administration (QKA) designation, and has obtained the Taxed Exempt and Government Plan Consultant (TGPC) certificate. She holds a Bachelor of Business Administration and a minor in Human Resources.
Stephanie Erndt will be joining EGPS as a Retirement Plan Assistant. She has experience assisting on annual defined contribution retirement plan valuations on money purchase plans, 401(k), profit sharing, multiple employer plans (MEPs), and prevailing wage plans, including preliminary calculating of employee eligibility, preparation of all compliance pre-work documentation, and census preparation and review. Stephanie will handle various levels of plan distributions and loans for both currently employed and terminated participants for multiple platform vendors, balance forward, and daily valuation plans. She is currently in the process of completing her Bachelor of Science degree.
Paula Pimentel, ERPA, joins EGPS as the Compliance Manager. In her new role she will manage projects to ensure all required notices, restatements, and amendments are prepared and executed. She will be responsible for all retirement plan regulatory updates and research, will lead the benefit payment department, and will assist with client resolutions, which will include overseeing actual filings under the IRS Employee Compliance Resolution Program for fixing plan errors. Paula has over 25 years working for retirement plan firms and has worked on defined benefit defined contribution combo plans and 401(k) plans. Paula holds a designation as an Enrolled Retirement Plan Agent (ERPA).
About Economic Group Pension Services: Founded in 1971, Economic Group Pension Services, Inc. is a national independent retirement plan consulting and administration firm. With offices in New York, Alabama, Louisiana, California, and Florida, the company manages over 3,900 employee benefit plans for business owners and their employees across the country. For more information about the company, please visit https://egps.com/