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Last Update

2016-06-30T00:00:00.000Z

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Wrong Susan Perry?

Susan Perry H.

President

EP Fiduciary Outsourcing, LLC

Direct Phone: (602) ***-****       

EP Fiduciary Outsourcing, LLC

Background Information

Employment History

President

Edberg & Perry Incorporated

Affiliations

Leadership Council Member
American Society of Pension Professionals & Actuaries

Member
Arizona Employee Benefits Forum

Member
National Institute of Pension Administrators

Member
Leadership Council of ASPPA

Chair of the Professional Conduct Committee
American Retirement Association

Member
ProTulsa Chapter

Member
American Academy of Professional Coders

Board Member
American Institute of Retirement Education , LLC

Founder
Outsourced Medical Billing , LLC

Education



Lehigh University

bachelors degree
mathematics

Web References (27 Total References)


Sue Perry | CFO and VP ...

www.316fiduciaries.com [cached]

Sue Perry | CFO and VP of Sales & Marketing

Sue has been doing retirement plan administration work for more than 25 years. In addition to owning a portion of Fiduciary Outsourcing, she owns majority interest in Edberg & Perry, Inc., a third party administration firm located in Phoenix, Arizona.
Sue is an Enrolled Retirement Plan Agent (ERPA) certified to practice before 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). Her application for the QPFA, Qualified Plan Fiduciary Advisor designation, is currently pending. 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 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 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 firm and managing a TPA firm with over 25 employees.


Susan H. Perry, CPC, QPA, ...

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Susan H. Perry, CPC, QPA, QKA

Edberg & Perry, Inc.


Susan H. Perry, CPC, QPA, ...

www.asppa-net.org [cached]

Susan H. Perry, CPC, QPA, QKA

Edberg & Perry, Inc.


Susan H. Perry,CPC, ERPA; ...

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.


The Center for Physical Therapy and Hand Rehabilitation | Staff

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Susan Perry

...
Susan Perry, CPC, Practice Administrator
Susan Perry is our Practice Administrator located at the Tulsa location. She earned her Associate of Applied Science degree in Medical Office Administration from Tulsa Community College. She is certified coder and a member of the American Academy of Professional Coders and the ProTulsa Chapter. Susan has 13+ years experience in the healthcare industry including direct patient care, medical billing and collections, and practice management. She was the founder of Outsourced Medical Billing, LLC in Tulsa. She continues to complete continuing education classes and office consultation/training services. She handles contracting, credentialing, staff training/education as well as oversight of all billing and daily office operations. Her enthusiasm for her work comes from obtaining maximum results for providers and clients, correct and accurate reimbursement, and an overall successful medical office. Susan lives in Broken Arrow with her husband, two children and Boxer.

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