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.
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.
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.
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.
is also a member Arizona Employee Benefits Forum, National Pension Study Group and Scottsdale Estate Planners.
has spoken at national forums including the NIPA's
Business Management Conference, the ERPA Conference
Annual Conference, and ASPPA's
Womens Business Leaders Forum.
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.
is not registered with Woodbury Financial Services, Inc.