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2016-02-25T00:00:00.000Z

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Wrong Susan Perry?

Susan Perry H.

President

Edberg & Perry Incorporated

Direct Phone: (602) ***-****       

Email: s***@***.com

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 ... more

Find other employees at this company (6)

Background Information

Employment History

President and Owner
Edberg & Perry Incorporated

Vice President
National Pension Study Group

Vice President
American Society of Pension Professionals & Actuaries

Leadership Council Member
American Society of Pension Professionals & Actuaries

Certified Pension Consultant
American Society of Pension Professionals & Actuaries

President
EP Fiduciary Outsourcing, LLC

Partner
E.A. Edberg Associates Inc

President
E.A. Edberg Associates Inc

Transitions Program Partner
The Henne Financial Group LLC

Affiliations

Member
National Pension Study Group

Member
Arizona Employee Benefits Forum

Member
Scottsdale Estate Planners

Board Member
American Institute of Retirement Education , LLC

Education



Lehigh University

bachelors degree
mathematics

Web References (18 Total References)


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.


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.


About Us

www.edbergassociates.com [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.


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

www.hennefinancialgroup.com [cached]

Susan H. Perry, CPC, QPA, QKA, APR, ERPA

Assisted Living and Placement Services: Assisted Living Counselor


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

asppa-net.org [cached]

Susan H. Perry, CPC, QPA, QKA

Edberg & Perry, Inc.

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