Ed is a Partner, Chief Executive Officer (CEO) and Actuary at ERP Retirement Services. ERP was founded by Ed in 2002 as a New York based pension consulting firm. Ed has presided over the significant growth of the firm which includes its expansion into several areas across the country. ERP Retirement Services now has locations in New York, Tennessee, and Texas.

Prior to establishing ERP, Ed was an associate with Milliman & Robertson and a Vice President at USI Consulting Group (formerly Williams Thatcher & Rand). As Vice President at USI, he was the lead consultant and managed a team of actuaries and consultants for a client base that ranged from not-for-profit organizations to banks, law firms and other professional partnerships. In that capacity, Ed led the new business campaign for professional practices, tapping his extensive experience in retirement plan design and plan implementation.

Ed is a Member of the American Society of Enrolled Actuaries (ASEA), satisfying all examination and admission requirements to obtain the designation of Enrolled Actuary in May 1999. Ed is a graduate of the State University of New York at Stony Brook receiving a Bachelor of Science Degree in Applied Mathematics and Statistics and has spoken on several topics for many organizations, including the Enrolled Actuaries Meeting held in Washington, D.C.

Lisa is a Partner and Chief Operating Officer (COO) at ERP Retirement Services. She has more than 15 years of pension administration and consulting experience.

Lisa oversees all ERP locations and is responsible for integrating operations for all new acquisitions made across the country. She is responsible for building and managing the team of Managers, Supervisors and Plan Consultants across all locations.

Lisa joined ERP in February of 2008 as a DC Consultant and by 2011 she took over as the 401(k) Plan Implementation and Conversion Specialist while maintaining her consulting responsibilities with her existing clients. In 2013, Lisa’s additional responsibilities included managing a team of consultants whose duties included annual administration, plan document maintenance and distributions. Lisa became our COO in 2021.

As the 401(k) Plan Implementation and Conversion Specialist, Lisa was the first point of contact for all ERP’s 401(k) clients. Her commitment to all clients is ensuring they have a superior, effective, and seamless client-onboarding experience during the conversion process. As a 401(k) Manager Lisa was responsible for the building and managing the team of Supervisors and Plan Consultants.

Lisa has successfully satisfied all the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). She graduated with a Bachelor’s Degree in Communications with a concentration in Public Relations and a minor in Sociology from The School of Arts, Humanities and Communications at Susquehanna University.

Todd is a Partner and the Director of Business Development at ERP Nashville. Todd has a vast amount of industry experience working as a wholesaler with advisors and consultants to sell Defined Contribution, Defined Benefit and Cash Balance retirement plans. Todd works closely with intermediaries to develop comprehensive marketing plans and effective strategies to win clients and increase new sales opportunities. Todd is an effective communicator and his responsibilities include running joint presentations with advisors, conducting seminars, meeting with clients and connecting with platform vendors.

Before joining ERP Retirement Services, Todd worked as a retirement plan wholesaler for over 30 years at Principal Financial Group. For most of his tenure at Principal, he managed the Tennessee, Arkansas, Mississippi, Louisiana and Kentucky territories. He also spent several years on Principal’s Large Plan Consultant Relations Team which was a national position.

Todd is a graduate of the University of Memphis. He lives in Germantown, TN with his wife Gina and has three (triplet) adult daughters. He enjoys traveling, spending time with his family, watching and attending sports events and officiating football.

Teresa is a Partner at ERP Retirement Services.

In April 2023, ERP Retirement Services acquired Compensation Benefit Planning, Inc. where Teresa agreed to stay on as Partner in the firm and will also manage sales and business development in the Kansas City office.

Teresa began her retirement planning career in 1989 with Compensation Benefit Planning, Inc. soon after graduating with a finance degree from the University of Missouri. She obtained her professional designation of Qualified Pension Administrator in 1995 and then the Qualified 401(k) Administrator designation in 2001.

Teresa became a partner in CBP in 1995 and took over the reigns as President in 2011. Teresa excels at creating relationships not only with clients but also with advisors, investment company representatives, CPAs, and attorneys. She truly believes in the open communication philosophy to give the best service possible.

As a Mizzou alumna, Teresa enjoys attending games with her husband and their two children.

Denice is a Partner at ERP Retirement Services.

In April 2023, ERP Retirement Services acquired Compensation Benefit Planning, Inc. where Denice has agreed to stay on as Partner in the firm and will also manage the operations in the Kansas City office.

Denice began her retirement planning career with Compensation Benefit Planning, Inc. in 1994 immediately after graduating from the University of Central Missouri with a degree in accounting. She obtained her professional credentials of Qualified Pension Administrator in 2000 and Qualified 401(k) Administrator in 2001. She continued her education to become a Certified Public Accountant.

Denice left CBP for a short time to fulfill her CPA state license and in 2011 returned to a partner at CBP. Utilizing her accounting background, Denice excels at understanding the IRS and DOL guidelines and regulations.

Denice is also busy raising three children with her husband Mike, so her weekends are spent supporting their kids’ games and activities.

Cynthia is a Partner and Director of Operations at ERP Retirement Services. She has more than 20 years of pension administration and consulting experience.

Cynthia has successfully satisfied all of the examination and experience requirements needed to attain the designations of ERPA, QPA and QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA).

Cynthia joined ERP Retirement Services in March of 2007 as a Defined Contribution Supervisor, eventually promoted to Defined Contribution Manager, followed by Director of Operations. While in her role as a Defined Contribution Manager, Cynthia was instrumental in building the Defined Contribution practice. As the firm expanded, Cynthia’s role evolved into training, employee development and, enhancing the Defined Contribution department’s efficiencies and effectiveness - with our primary goal of continuously improving the client experience.

Cynthia’s successful contributions to the Defined Contribution department led to her appointment as our Director of Operations. In her expanded role as Director of Operations, overseeing the Defined Benefit Practice was added to her responsibilities. In that capacity, she has successfully improved the processes and procedures of our Defined Benefit department. Again, these improvements resulted in our ultimate goal of an enhanced client experience.

Cynthia has successfully satisfied all of the examination and experience requirements needed to attain the designations of ERPA, QPA and QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). Cynthia graduated Magna Cum Laude with a Bachelor’s Degree in Business Administration, specializing in Finance, and a minor in Information Systems from The Sigmund Weiss School of Business at Susquehanna University.

Bailey is a DC Supervisor at ERP Retirement Services.

Bailey’s responsibilities include the management of daily administrative services associated with the retirement plans sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500 as well as managing participant loans and distribution processing. In 2022, Bailey’s role was expanded further to a supervisor position where she will train and mentor junior plan consultants in addition to her current responsibilities.

Bailey graduated from Graceland University with a dual major in Business Administration and Organizational Leadership. She lives on the outskirts of town with her husband and their three dogs. She enjoys camping, spending time with family, and projects around the house with her husband.

Jill is an Actuarial Manager at ERP Retirement Services.

In October of 2023, Jill was promoted to the role of Actuarial Manager. In this role she will continue to oversee the day-to-day responsibilities of the DB practice and manage staff development. She will also assume additional management responsibilities within the firm.

Jill joined ERP in April of 2018 as an Actuarial Consultant for the firm's Defined Benefit team where she was responsible for managing the administrative services associated with the retirement plans sponsored by her clients. These services included calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.

In June of 2020, Jill was promoted to the role of Senior Actuarial Consultant. In her new role, Jill was responsible for training, mentoring, and developing junior members of the actuarial team. In October of 2021, Jill’s role at the firm was expanded further to the position of Actuarial Supervisor where she continued her supervisory responsibilities in facilitating the development of the DB practice.

Prior to joining ERP, Jill was an Associate at Aegis Capital Corporation and National Securities Corporation where she worked with a team of wealth advisors. Her responsibilities included managing client and business relationships and maintenance of accounts.

Jill graduated from Adelphi University with a Bachelor of Science Degree in Mathematics.

Amber is a DC Supervisor at ERP Retirement Services.

Amber joined the TPA industry in December of 2014 as a DC Plan Consultant where she was responsible for managing the administrative services associated with the retirement plans sponsored by her clients. Amber has been responsible for servicing between 50-75 clients, whose retirement plans vary in size and complexity. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, and processing loans and distributions. In December of 2022, Amber’s role at the firm was expanded further to the position of DC Supervisor where she will train and develop ERP DC associates into successful plan consultants at ERP.

Amber graduated from the University of Central Missouri in May of 2014 with a Bachelor of Science Degree in Finance. Amber enjoys spending her time outside of work attending concerts, being outside, and spending time with her dog, Wrigley.

David is the DC Plan Implementation Supervisor at ERP. He has more than 12 years of experience working with qualified retirement plans.

As the DC Plan Implementation Supervisor, David is responsible for a team of plan implementation specialists that work with our clients through the implementation and conversion phase of their retirement plans. He is also responsible for ongoing administration, compliance testing, 5500 preparation, and other supervisory tasks related to the Nashville office.

David has successfully satisfied all the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). David earned an MBA from Christian Brothers University and a Bachelor’s degree in Business Economics from the University of Memphis.

David lives in the Nashville, TN area with his wife, two young boys, and their miniature Australian Shepherd, Maggie. He enjoys playing tennis, hiking, working out, and reading.

Tim is the Client Services Manager at ERP Retirement Services.

Tim began serving in the Qualified Plans industry in 1986. He has successfully functioned in many roles in the industry throughout the years and while his focus has been dedicated to Third Party Administration, he has also served clients as a Financial Advisor, Plan Sponsor, and in other sales support roles.

During Tim’s career he has required extensive credentials including Qualified Plan Financial Consultant (NAPA), Certified Plan Fiduciary Advisor (NAPA), FINRA Series, 6,7,63, and 65, Accredited Investment Fiduciary (fi360), and state specific life insurance licenses.

Tim graduated with a Bachelor’s Degree in Business Administration, specializing in Finance, with a minor in Economics from New Mexico State University. He lives in Shawnee, KS with his wife Renee and their two chorkies (chihuahua/yorkie mix) named Jessica Ariel and Coco Rae. When he’s not managing various Qualified Plan matters, he enjoys hunting and exploring the wilderness.

Dawn is a DC Supervisor at ERP Retirement Services.

Dawn joined ERP in January of 2014 as a member of the firm’s 401(k) team as a Benefits Consultant. In 2018, Dawn was promoted to the position of Senior Benefits Consultant where her responsibilities included the management of the daily administrative services associated with the retirement plans that are sponsored by her clients. These services included discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500, as well as managing participant loans and distribution processing. In April of 2020, Dawn’s role at the firm was expanded further to the position of DC Supervisor where she will train and develop ERP DC associates into successful plan consultants at ERP.

Dawn graduated from the State University of New York at Stony Brook with a Bachelor of Science Degree in Mathematics.

Daniella is an Actuarial Supervisor and Actuary at ERP Retirement Services where she is responsible for training, mentoring, and developing junior members of the actuarial team and facilitating the development of the DB practice.

Daniella comes to ERP with over five years of experience working on Defined Benefit Plans. Prior to joining ERP, Daniella was an Actuarial Consultant at USI Consulting Group.

Daniella satisfied all examination and admission requirements to obtain the designation of Enrolled Actuary in March 2023. Daniella graduated from Hofstra University with a Bachelor of Science Degree in Mathematics with a concentration in Actuarial Sciences.

In her spare time, she enjoys spending time with family, doing puzzles, and spinning upside down in an aerial hammock.

Samantha is an Actuarial Consultant at ERP Retirement Services.

Samantha is a member of the firm's Defined Benefit team. She is responsible for managing the administrative services associated with the retirement plans sponsored by our clients. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.

Prior to joining ERP, Samantha was a student at Long Island University and graduated with a Bachelor of Science Degree in Mathematics and a Bachelor of Science Degree in Actuarial Science. Samantha was the Captain of NCAA D1 Equestrian Team and was responsible for managing multiple financial obligations, and budgeting for team events of over 40 athletes. She also had an NSF Noyce Mathematics Internship where she worked collaboratively to approach and solve mathematical theories and problems.

In her spare time, Samantha continues to enjoy time spent with horses and participating in competitions on Long Island.

Jennifer is a Benefits Consultant at ERP Retirement Services.

Jennifer has more than 6 years of experience working with qualified retirement plans. She is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Jennifer is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Jennifer’s responsibilities also include reviewing and processing participant distributions and loan requests.

Jennifer graduated from University of Nevada, Las Vegas with a Bachelor of Arts Degree in Political Science.

Jennifer lives on the western slope of the Sierra Nevada Mountains, nestled against the El Dorado National Forest with her husband and two kids. She enjoys spending time outside, swimming in alpine lakes, harvesting fruit and preserving it each year.

Shayne is a Senior Benefits Consultant at ERP Retirement Services.

Shayne joined ERP Retirement Services as a Benefits Consultant for the firm's Defined Contribution 401(k) Specialist Team in August 2020. In November 2021, Shayne increased her scope of responsibility to also include ERP Nashville's client base. In October 2022, she was promoted to Senior Benefits Consultant. In this capacity, she is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by both her New York and Mid-South clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Shayne's responsibilities also include the preparation of her clients' plan documents and restatements, and participant distribution and loan requests.

Shayne has successfully satisfied all the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA).

She graduated from Stony Brook University with a Bachelor of Science Degree in Applied Mathematics and Statistics and a Theater Arts minor. Shayne was also the Production Manager of the Student New Works Festival at Stony Brook where she managed over 8 different student-run productions. She was the president of The Hula Hoop Club where she increased its budget by 25% and she was also a Resident Assistant where she ran over 40 events and responded to the needs of 38 residents.

In her spare time, Shayne continues to participate in Hula Hoop and Trapeze shows and competitions on Long Island.

Zack is an Actuarial Consultant at ERP Retirement Services.

Zack is a member of the firm's Defined Benefit team. He is responsible for managing the administrative services associated with the retirement plans sponsored by our clients. These services included calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.

Zack comes to ERP with four years of experience working on Defined Benefit Plans.

Zack graduated from Michigan State University with a Bachelor of Science Degree in Mathematics.

In his free time, Zack enjoys playing hockey, and spending time outdoors with his fiancé and their two dogs.

Ashley is a Distribution Specialist at ERP Retirement Services.

Ashley is a member of the firm's Defined Contribution Department. She is responsible for processing incoming loan and distribution requests from ERP’s clients’ retirement plans.

Prior to joining ERP, Ashley was an Administrative Assistant for eight years.

Ashley has three sons and a grandson. She enjoys spending time with family and friends, road trips, bowling and going to the lake.

Teresa is a Senior Benefits Consultant at ERP Retirement Services. Teresa has more than 28 years of experience working with qualified retirement plans.

Teresa is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include non-discrimination testing, calculating contributions, preparation of the annual valuation and the IRS Form 5500. Teresa’s responsibilities also include the review and processing of participant distributions and loan requests.

Teresa has successfully satisfied all the examination and requirements to attain the designation of Enrolled Retirement Plan Agent (ERPA). Teresa completed business courses at Rockhurst University and Metropolitan Community College.

Teresa lives in Independence Missouri, with her husband. She enjoys spending time with her husband, two grown children and two wonderful granddaughters. Teresa also enjoys reading, exercising, and baking.

Hilary is a Benefits Consultant at ERP Retirement Services.

Hilary started her career at ERP as the Distribution Specialist processing incoming loans and distributions requests from ERP’s clients’ retirement plans. She has recently joined the Defined Contribution team as a Benefits Consultant. Hilary is responsible for handling tasks such as distribution and loan calculations, profit sharing projections and consultations, preparation of the annual valuation, and completion of the IRS Form 5500 for her clients.

Hilary has 10 years of experience in the banking industry (retail, management, and loans).

Hilary enjoys her time with family and friends. Her favorite things to do include watching her three little boys play sports, swimming, riding bikes, dance parties, shopping, concerts, and taking as many road trips as possible. She can’t wait to take them for trips overseas someday soon!

Terri is a Benefits Consultant at ERP Retirement Services.

Terri has more than 25 years of experience working with qualified retirement plans. She is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Terri is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Terri’s responsibilities also include reviewing and processing participant distributions and loan requests.

Terri graduated from Missouri State University in Springfield, Missouri with a Bachelor of Science Degree in Agricultural Business. She then attended the Keller Graduate School where she earned an MBA with a focus in Business Management.

Terri lives in the Kansas City metro area with Curtiss. She is an Adult Advisor for an International Service Organization that she has been involved with for over 50 years. She enjoys spending time with family and especially her great-grand daughter, crocheting and cooking. She is also an avid Kansas City Chiefs fan!

Taylor is a Benefits Consultant at ERP Retirement Services.

Taylor has 5 years of experience in retail banking and management.

As a member of the firm’s Defined Contribution – 401(k) Specialist team, Taylor is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Taylor’s responsibilities also include reviewing and processing participant distributions and loan requests.

Taylor graduated from the University of Central Missouri with a bachelor’s degree in digital media production.

Taylor spends her free time staying active in the gym, hosting friends, and traveling.

Alyssa is an Actuarial Consultant at ERP Retirement Services.

Alyssa is a member of the firm's Defined Benefit team. She is responsible for managing the administrative services associated with the retirement plans sponsored by our clients. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.

Prior to joining ERP, Alyssa was a student at SUNY Cortland and graduated with a Bachelor of Science Degree in Mathematics and a Minor in Computer Applications. Alyssa was the Director of Finance for her sorority and was responsible for creating a budget and managing all financial obligations. She was also an actuarial intern for Berkshire Hathaway Guard Insurance Companies. Throughout her internship she assisted the actuarial unit in gathering data, analyzing risk, and preparing reports.

Juliette is a 401(k) Plan Implementation Specialist at ERP Retirement Services.

As a member of the firm’s Defined Contribution – 401(k) Specialist team, Juliette is responsible for working with our clients through the implementation and conversion phase of their retirement plans.

Juliette is also responsible for the implementation of the firm’s strategic marketing plans. She aids in the design and creation of innovative sales and marketing materials to assist the sales team and support the firm’s expansion of all ERP locations.

Juliette earned her Degree in Sociology from the State University of New York at New Paltz. Her hobbies include gardening, running, and journaling.

Brenda is a Senior Benefits Consultant at ERP Retirement Services.

Brenda has more than 23 years of experience working with qualified retirement plans.

Brenda is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Brenda is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Brenda’s responsibilities also include reviewing and processing participant distributions and loan requests.

Brenda has successfully satisfied all the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). Brenda graduated from Baker University in Baldwin City, Kansas with a Bachelor of Science Degree in Accounting. She then attended the University of Missouri-Kansas City where she earned an MBA with a focus in Management.

Brenda lives in the Kansas City metro area with her husband and two cats. She enjoys traveling with her husband, the city’s cultural arts, movies, knitting, and reading.

Megan is a Loan and Distribution Specialist at ERP Nashville, LLC.

Megan is a member of the firm's Defined Contribution Department. She is responsible for processing incoming Loan and Distribution requests from our clients’ retirement plans.

Megan graduated from The University of Tennessee in Martin Tennessee with a Bachelor of Business Administration Degree in Finance.

Megan lives in the Memphis, Tennessee Area with her husband and three kittens. She enjoys digital arts, listening to podcasts, reading, and interior design.

Richard is a Benefits Consultant at ERP Retirement Services.

Richard is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Richard is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by his clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Richard’s responsibilities also include the preparation of his clients’ plan documents and restatements, as well as the processing of participant distribution and loan requests.

Richard graduated from SUNY Farmingdale State College with a Bachelor of Science Degree in Business Administration.

John is a Senior Benefits Consultant at ERP Retirement Services.

John has over 25 years of experience in the Retirement Services field. He recently joined ERP’s Defined Contributions team as a Senior Benefits Consultant. He is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by his clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500.

John graduated from Iowa State University with a degree in Finance and a minor in Sociology.

John lives in Indianapolis with his teenage twins, and enjoys outdoor recreation, live theater, and crossword puzzles.

Matthew is a Benefits Consultant on ERP Nashville’s Defined Contribution 401(k) Specialist team. He manages the daily administrative services associated with the retirement plans that are sponsored by his Nashville and Mid-South clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Matthew’s responsibilities also include the preparation of his clients’ plan documents and restatements, as well as the processing of participant distribution and loan requests.

Matthew graduated from the University of South Alabama in Mobile, AL with a Bachelor of Science Degree in Finance. After graduating, he started working in the retirement industry as a distribution processor and shorty moved on to client services. Matthew has been working in the client services field in the retirement industry for over 4 years.

In his free time, Matthew enjoys playing basketball, hiking, gaming, and reading.

Amber is a Benefits Consultant at ERP Retirement Services.

Amber started her career at ERP processing incoming loan and distribution requests from ERP’s clients’ retirement plans. She has recently joined the Defined Contribution team as a Benefits Consultant. Amber is responsible for handling tasks such as distribution and loan calculations, profit sharing projections and consultations, preparation of the annual valuation, and completion of the IRS Form 5500 for her clients.

Amber has been in the banking world for the last seven years working in all aspects of consumer and commercial loans.

Amber lives in Grain Valley, Missouri. She has two daughters 24 and 20 years old. Amber enjoys family time, road trips, and anything outdoors.

Andrew is a Benefits Consultant at ERP Retirement Services.

Andrew is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Andrew is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by his clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500.

Andrew graduated from Northwest Missouri State University in 2024 with a Bachelor of Science degree in Marketing.

Andrew currently lives in Bethany, Missouri and in his free time he enjoys being outdoors, walking his dog, weightlifting, and watching sports.

Sydney is a Benefits Consultant at ERP Retirement Services.

Sydney comes to ERP with three years of banking experience and four years in the customer service industry.

Sydney is a member of the firm’s Defined Contribution – 401(k) Specialist team. She is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by her clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Sydney’s responsibilities also include reviewing and processing participant distributions and loan requests.

Sydney graduated from Metropnpolitan Community College with a degree in Business.

When Sydney is not working, she enjoys being outdoors with her dog, Charlie, or listening to a true-crime podcast. She is recently engaged and planning to get married in 2025. Sydney lives in Grain Valley, Missouri, with her fiancé and their dog.

Donna is a Business Manager at ERP Retirement Services. She has over 20 years of sales, marketing, and business management experience.

Re-joining ERP in 2020, Donna’s focus is on best practices in planning, organizing, evaluating, and implementing business and accounting functions essential to efficient and productive business operations. Additional responsibilities include the overall office management of all ERP locations.

Prior to joining ERP, Donna held Marketing Management positions at Emigrant Savings Bank, and Automatic Data Processing (ADP). Further customer relationship building and business development experience in the engineering/manufacturing industry (Rotronic Instrument Corp.) and start-up arena (eGifter) has added to her already diverse skill set.

Donna graduated, achieving a Bachelor of Science Degree in Business with a concentration in Marketing and a minor in Public Relations, from the State University of New York at Geneseo.

In her free time, Donna enjoys biking and hiking outdoors, boating, and kayaking the Long Island waterways and traveling both domestically and abroad.

Cheryl is a Business Manager at ERP Retirement Services.

Cheryl handles a wide range of administrative and executive support-related tasks. Her primary role is to manage office operations and prepare client billing.

With 12 years of experience in the retirement industry, she adds insight and value to our ever-growing team. Her prior positions included Sales Support Coordinator for JPMorgan Retirement Plan Services and Senior RFP Writer for Empower Retirement.

Cheryl has a Bachelor of Science Degree from the University of Central Missouri.

As a busy mother of two, Cheryl loves anything related to spending time with family and friends. Exploring nature and water sports are among her favorite activities.