Daniel Liss Email & Phone Number

My work with Economic Group Pension Services, Inc. (EGPS) began in 2003, when I spent several years learning the pension administration business from our many highly qualified pension specialists and actuaries. I qualified as an enrolled actuary in 2009.In November 2012 I became the Chief Executive Officer of EGPS. I love leading our team of experienced actuaries, administrators and salespeople, and constantly developing and improving our client service experience. We’re also passionate about our back-office structure for other TPA’s, lawyers and accountants, and creating strategic partnerships with attorneys, accountants and financial advisors.In addition to my work with EGPS, I also lecture on pension topics such as wealth accumulation in pension and 401(k) plans, overfunded plans, and defined benefit/cash balance issues.

Listed skills include Pensions, Retirement Planning, Investments, Retirement, and 11 others.

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  Chief Executive Officer & Consulting Actuary

  Egps

  Jun 2003 - Present - Greater New York City Area

  Economic Group Pension Services, Inc. (EGPS) is a national independent consulting firm that has been serving clients and their advisors since 1971. EGPS focuses on plan design, administrating, and delivering customized retirement plans. Our commitment is aimed to having national access to greater resources and expertise. What sets EGPS apart is the added value through personalized care and attention that ties it all together in creating innovative retirement plan solutions that exceed our client’s needs. We serve employers, plan participants, and financial advisors to find the right strategic solutions. EGPS meets company and business owners’ corporate tax objectives and ultimately help save for retirement using a qualified retirement plan. EGPS has six enrolled actuaries that works with highly qualified retirement plan consultants. With offices in Alabama, California, Florida, Louisiana, and New York, we currently administer approximately 4,000 employee benefit plans.

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  Ucl

  Mathematics