Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 1/12/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Susan Perry?

Susan H. Perry

President

Edberg & Perry Incorporated

HQ Phone:  (602) 687-5800

Direct Phone: (602) ***-****direct phone

Email: s***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Edberg & Perry Incorporated

2155 West Pinnacle Peak Road Suite 120

Phoenix, Arizona,85027

United States

Company Description

Edberg & Perry, Inc. was founded as E. A. Edberg Associates, Inc. in 1973 by Edwin Edberg. In the early 90s Ed passed the firm on to his son, Eric Edberg and his daughter Pamela Edberg. In 2007, Susan Perry joined the firm as partner. In 2013, the name of the ... more

Find other employees at this company (8)

Background Information

Employment History

President

Fiduciary Outsourcing


Billing Office Manager

Charles W. Garrett III MD, Inc.


Practice Administrator

Injury Prevention Solutions, Inc. DBA The Center for Physical Therapy & Hand Rehabilitation


Practice Administrator

The Center for Physical Therapy


Affiliations

American Academy of Professional Coders

Member


American Society of Pension Professionals & Actuaries

Leadership Council Member


National Institute of Pension Administrators

Member


American Institute of Retirement Education , LLC

Board Member


ProTulsa Chapter

Member


National Pension Study Group

Vice President


Scottsdale Estate Planners

Member


Arizona Employee Benefits Forum

Member


American Retirement Association

Chair of the Professional Conduct Committee


Outsourced Medical Billing , LLC

Founder


Education

Lehigh University


bachelors degree

mathematics


Web References(19 Total References)


Susan H. Perry, CPC, QPA, QKA, APR, ERPA - The Henne Financial Group

www.hennefinancialgroup.com [cached]

Home > Susan H. Perry, CPC, QPA, QKA, APR, ERPA
SUSAN H. PERRY, CPC, QPA, QKA, APR, ERPA Susan H. Perry, CPC, QPA, QKA, APR, ERPA is President of Edberg & Perry, Inc., a third party retirement plan administration firm located in Phoenix Arizona. She is responsible for all aspects of the day to day running of the firm including: sales and marketing, on-going retirement plan administration and consulting services for clients of the firm, as well as internal process and procedures. Sue has worked in the retirement plan sector since graduating from college at firms in Connecticut, Massachusetts, Maine and Arizona. Her past experience includes managing a third party administration firm with 25+ employees as well as managing the daily valuation recordkeeping division of a third party administration firm. She has extensive experience in the design, implementation and administration of all types of defined benefit and defined contribution plans. She earned the Certified Pension Consultant (CPC), the Qualified Pension Administrator (QPA), and the Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA), the Accredited Pension Representative (APR) designation from the National Institute of Pension Administrators (NIPA) and the Enrolled Retirement Plan Agent designation to allow her to practice before the IRS. Sue serves on the board of directors of ASPPA and will be Vice President of ASPPA starting November 1, 2013. She has previously served as the co-chair of ASPPA's Education and Examination committee as well as having served as either a member or a co-chair of several committees, subcommittees and task forces. She is a former member of the American Institute of Retirement Education board of managers. She is also a member Arizona Employee Benefits Forum, National Pension Study Group and Scottsdale Estate Planners. Sue has spoken at national forums including the NIPA's Business Management Conference, the ERPA Conference, ASPPA's Annual Conference, and ASPPA's Womens Business Leaders Forum. She has also spoken locally for Western Pension & Benefits, Scottsdale Estate Planners, Scottsdale Young Estate Planners and the Arizona Employee Benefits Forum on various retirement plan topics. Sue graduated college from Lehigh University in Pennsylvania although she spent her junior year at the University of Kent in Canterbury England. She has a bachelors degree in mathematics. Edberg & Perry, Inc, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Sue Perry is not registered with Woodbury Financial Services, Inc.


Associates at Edberg & Perry

www.edbergperry.com [cached]

Susan H. Perry,CPC, ERPA; President and Owner of Edberg & Perry, Inc .
As President of Edberg & Perry, Inc., Sue is responsible for overall management of the firm, including sales and marketing, consulting services, and administration of retirement plans. In addition to being an Enrolled Retirement Plan Agent (ERPA) enrolled to practice by the IRS to represent clients in audits and other matters, Sue holds credentials from the American Society of Pension Professionals and Actuaries (ASPPA) as a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). She also holds the Accredited Pension Administrator and Accredited Pension Representative (APR) credentials from the National Institute of Pension Administrators (NIPA), the FI360 Accredited Investment Fiduciary (AIF®) designation, and the Accredited Fiduciary Administrator (AFA) credential from the National Pension Study Group (NPSG). Along with her business responsibilities, Sue serves on the Leadership Council of ASPPA. Sue is also a member of NIPA, the Arizona Employee Benefits Forum, the National Pension Study Group, and Scottsdale Estate Planners and has also served on the board of the American Institute of Retirement Education (AIRE) and has been the Volunteer Co-Chair of the ASPPA Education and Examination Committee. Sue is well known and highly regarded in Arizona and throughout the nation for her knowledge and expertise in pension related subjects and her ability to translate "pension-ese" into plain english. Sue is a frequent speaker at national forums including the ERPA Conference sponsored by the IRS and AIRE, NIPA's Business Management Conference, ASPPA's Annual Conference and the ASPPA Women's Business Leaders Forum. She has also spoken locally for Western Pension and Benefits, Scottsdale Young Estate Planners, and the Arizona Employee Benefits Forum on a variety of retirement plan topics. Sue has worked in the retirement plan sector for over 25 years and has extensive experience in design, implementation, and administration of all types of defined benefit and defined contribution plans. Her background includes managing the daily valuation recordkeeping division of a third party administration (TPA) firm and managing a TPA firm with over 25 employees.


Key Staff at Edberg & Perry

www.edbergperry.com [cached]

Susan H. Perry,CPC, ERPA; President and Owner of Edberg & Perry, Inc .
As President of Edberg & Perry, Inc., Sue is responsible for overall management of the firm, including sales and marketing, consulting services, and administration of retirement plans. In addition to being an Enrolled Retirement Plan Agent (ERPA) authorized by the IRS to represent clients in audits and other matters, Sue holds credentials from the American Society of Pension Professionals and Actuaries (ASPPA) as a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). She also holds the Accredited Pension Representative (APR) credential from the National Institute of Pension Administrators (NIPA) and the Accredited Fiduciary Administrator (AFA) credential from the National Pension Study Group (NPSG). Along with her business responsibilities, Sue serves on the Board of Directors and is a Vice President of ASPPA Sue is also a member of NIPA, the Arizona Employee Benefits Forum, the National Pension Study Group, and Scottsdale Estate Planners and has also served on the board of the American Institute of Retirement Education (AIRE) and has been the Volunteer Co-Chair of the ASPPA Education and Examination Committee. Sue is well known and highly regarded in Arizona and throughout the nation for her knowledge and expertise in pension related subjects and her ability to translate "pension-ese" into plain english. Sue is a frequent speaker at national forums including the ERPA Conference sponsored by the IRS and AIRE, NIPA's Business Management Conference, ASPPA's Annual Conference and the ASPPA Women's Business Leaders Forum. She has also spoken locally for Western Pension and Benefits, Scottsdale Young Estate Planners, and the Arizona Employee Benefits Forum on a variety of retirement plan topics. Sue has worked in the retirement plan sector for over 20 years and has extensive experience in design, implementation, and administration of all types of defined benefit and defined contribution plans. Her background includes managing the daily valuation recordkeeping division of a third party administration (TPA) firm and managing a TPA firm with over 25 employees.


Leadership

www.asppa-net.org [cached]

Susan H. Perry, CPC, QPA, QKA
Edberg & Perry, Inc.


www.asppa-net.org

By Susan Perry • November 05, 2015 • 0 Comments
Susan H. Perry, CPC, QPA, QKA, ERPA, APA, APR, AIF, AFA, is the president of Edberg & Perry, Inc., a retirement plan consulting firm in Phoenix, Ariz. She is the current chair of the ARA Professional Conduct Committee.


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory