Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 10/25/14  and contains information from public web pages and contributions from the ZoomInfo community.

President

Local Address: Phoenix, Arizona, United States
Edberg & Perry , Inc.
 
Background

Employment History

Board Memberships and Affiliations

12 Total References
Web References
Key Staff at Edberg & Perry
www.edbergperry.com, 25 Oct 2014 [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.
Susan H. Perry, CPC, QPA, ...
www.asppa-net.org, 26 April 2014 [cached]
Susan H. Perry, CPC, QPA, QKA Vice President
About Us
www.edbergassociates.com, 23 Mar 2013 [cached]
In 2007, Susan Perry joined the firm as partner.
...
Susan H. Perry, CPC, ERPA, QPA, QKA, APR; President of E.A. Edberg Associates
As President of E.A. Edberg Associates, Sue is responsible for overall management of the firm, including sales and marketing, consulting services, and administration of retirement plans. 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.
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). Along with her business responsibilities, Sue serves on the board of the American Institute of Retirement Education (AIRE), is Volunteer Co-Chair of the ASPPA Education and Examination (E & E) Committee and is a member of the ASPPA Board of Directors, ASPPA Finance and Budget Committee and the ASPPA Management Team. She is also a member of NIPA, the Arizona Employee Benefits Forum, the National Pension Study Group, and Scottsdale Estate Planners.
Sue is well known and highly regarded in Arizona and throughout the nation for her knowledge and expertise in pension related subjects. 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.
Board of Directors
prod-pres.asppa.org, 26 July 2013 [cached]
Susan H. Perry, CPC, QPA, QKA Director
Board of Directors
asppa.org, 11 Aug 2012 [cached]
Susan H. Perry, CPC, QPA, QKA
Other People with the name "Perry":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304