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).
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
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.
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.
is a frequent speaker at national forums including the ERPA Conference
sponsored by the IRS and AIRE
Business Management Conference, ASPPA's
Annual Conference and the ASPPA Women's Business Leaders Forum
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.
background includes managing the daily valuation recordkeeping division of a third party administration (TPA) firm and managing a TPA firm with over 25 employees.