Our Mission
ERP designs the best qualified retirement plans, which means, that they are tailor made specifically to best meet the objectives of our business owner clients, and their employees. We take a consultative approach to determine and identify what the objectives of the client are from the perspective of: (1) retirement savings, (2) tax savings, (3) employee benefits and (4) employee recruitment and retention. We then provide the client with options and features that best meet their objectives while complying with all laws and regulations. We believe that on an ongoing basis, our clients should expect no less than the “ERP Experience” – which means attentive, customized and responsive consulting services from all the members of our team of experienced experts and professionals.
Our Team
Principals
Ed is the Managing Principal and Actuary at ERP Retirement Services, founding the firm in 2004. In that capacity, Ed has presided over the significant growth of the NYC based firm which included the expansion into the Long Island market with the addition of the Melville, Long Island office in April, 2008. Ed is an Enrolled Actuary and a Member, Society of Pension Actuaries (MSPA).
Prior to establishing ERP, Ed was an associate with Milliman & Robertson and a Vice President at USI Consulting Group (formerly Williams Thatcher & Rand). As Vice President at USI, he was the lead consultant and managed a team of actuaries and consultants for a client base that ranged from not-for-profit organizations to banks, law firms and other professional partnerships. USI appointed Ed to lead its new business campaign for professional practices, tapping his extensive experience in retirement plan design and plan implementation.
Ed has satisfied the examination and admission requirements to obtain the designation of Enrolled Actuary in May, 1999. Ed is a graduate of the State University of New York at Stony Brook receiving a Bachelor of Science Degree in Applied Mathematics and Statistics and has spoken on a number of topics for many organizations, including the Enrolled Actuaries Meeting held in Washington, D.C.
Cynthia is a Principal and the Director of Operations at ERP Actuaries & Consultants. She has more than 15 years of pension administration and consulting experience.
Cynthia has successfully satisfied all of the examination and experience requirements needed to attain the designations of ERPA, QPA and QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA).Cynthia joined ERP Actuaries & Consultants in March of 2007 as a Defined Contribution Supervisor, eventually promoted to Defined Contribution Manager, followed by Director of Operations. While in her role as a Defined Contribution Manager, Cynthia was instrumental in building the Defined Contribution practice. As the firm expanded, Cynthia’s role evolved into training, employee development and, enhancing the Defined Contribution department’s efficiencies and effectiveness - with our primary goal of continuously improving the client experience.
Cynthia’s successful contributions to the Defined Contribution department led to her appointment as our Director of Operations. In her expanded role as Director of Operations, overseeing the Defined Benefit Practice was added to her responsibilities. In that capacity, she has successfully improved the processes and procedures of our Defined Benefit department. Again, these improvements resulted in our ultimate goal of an enhanced client experience.
Cynthia has successfully satisfied all of the examination and experience requirements needed to attain the designations of ERPA, QPA and QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). Cynthia graduated Magna Cum Laude with a Bachelors Degree in Business Administration, specializing in Finance, and a minor in Information Systems from The Sigmund Weiss School of Business at Susquehanna University.
New Business and Installation Team
Jason is the Director of Business Development at ERP Actuaries & Consultants. Utilizing his experience and extensive wealth of retirement plan knowledge, Jason’s focus is managing and developing new and diverse sales channels and expanding additional centers of influence within the 401(k) and qualified plan market. Jason’s responsibilities include building market position by locating, developing and solidifying business relationships. By conducting presentations, running seminars and participating in meetings with clients, platform vendors and business advisors, Jason implements strategies designed to increase existing business and capture new opportunities.
Before joining ERP Actuaries & Consultants, Jason was the Regional Vice President for CUNA Mutual Retirement Solutions in the NY Metro territory. With over 10 years of experience in the retirement plan industry, Jason has helped thousands of advisors, plan sponsors and participants achieve better retirement outcomes.
Jason attended the University of Pennsylvania where he was a member of the football team. He lives in Northern NJ with his two daughters, Cameron & Gracyn.
Lisa is a Manager in the Defined Contribution Department at ERP Actuaries & Consultants. She has several years of pension administration and consulting experience. Lisa has successfully satisfied all of the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA).
In 2008, Lisa joined ERP Actuaries & Consultants. Currently, Lisa is the 401(k) Plan Implementation and Conversion Specialist for the firm. Her responsibilities also include the management of the daily administrative services associated with the retirement plans that are sponsored by her clients. These include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Lisa also acts as a liaison, providing plan design and general consulting services to financial advisors, insurance companies and small and large businesses.
Prior to joining ERP, Lisa was an Associate with Associated Pension Consultants, Inc.
Lisa graduated with a Bachelors Degree in Communications with a concentration in Public Relations and a minor in Sociology from The School of Arts, Humanities and Communications at Susquehanna University.
Camila is a Sales & Business Associate at ERP Actuaries & Consultants. She has over 10 years of business management experience.
Joining ERP Actuaries & Consultants in 2016, Camila is responsible for the overall office management of the firm and is a member of the Business Development team. She currently manages the administrative responsibilities associated with the creation and tracking of new business opportunities, the design and implementation of sales and marketing materials, newsletters and campaigns.
Prior to joining ERP, Camila held the positions of Project Coordinator/Executive Assistant to CEO at AMG Design Glastechnik, LTD., and rSquared NY, Inc.
Camila is currently pursuing a Bachelor of Science Degree in Business Administration from Suny Old Westbury.
Plan Consultants
Francis is the Senior Benefits Consultant at ERP Actuaries & Consultants. He has over 9 years of administration and consulting experience working on various types and designs of pension retirement plans.
Prior to joining ERP, Francis was a Pension Administrator with Professional Pension Planners, Inc. and a Pension Consultant at Madison Pension Services. He also worked as a Benefits Consultant at Chernoff Diamond & Co., LLC. His responsibilities include the preparation of contribution reports, compliance tests, annual valuations and tax filing for various retirement plans.
Francis is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and achieved its credentialed designation of Qualified Pension Administrator (QPA) and Enrolled Retirement Plan Agent (ERPA). He earned his B.A. degree in Economics at Stony Brook University.
Dawn is a Senior Benefits Consultant at ERP Actuaries & Consultants.
Currently, Dawn is a member of the firm’s 401(k) team. In 2018 Dawn was promoted to her current position of Senior Benefits consultant. Dawn’s responsibilities include the management of the daily administrative services associated with the retirement plans that are sponsored by her clients. These include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500, as well as managing participant loans and distribution processing.
Prior to joining ERP, Dawn was an intern with Priority Pension Services Inc.
Dawn graduated from the State University of New York at Stony Brook with a Bachelor of Science Degree in Mathematics.
Raymond is an Actuarial Consultant at ERP Actuaries & Consultants.
Currently, Ray is a member of the firm's Defined Benefit team. Ray is responsible for managing the administrative services associated with the retirement plans sponsored by our clients. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.
Ray graduated from Villanova University with a Bachelor of Science Degree in Mathematics & Economics.
Jill is an Actuarial Consultant at ERP Actuaries & Consultants.
Jill is a member of the firm's Defined Benefit team. Jill is responsible for managing the administrative services associated with the retirement plans sponsored by our clients. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, Schedule SB, and PBGC filings.
Prior to joining ERP, Jill was an Associate at Aegis Capital Corporation and National Securities Corporation where she worked with a team of wealth advisors. Her responsibilities included managing client and business relationships and maintenance of accounts. Jill graduated from Adelphi University with a Bachelor of Science Degree in Mathematics.
Luke is a Benefits Consultant at ERP Actuaries & Consultants.
Luke is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Luke is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by his clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Luke’s responsibilities also include the preparation of his clients’ plan documents and restatements, as well as the processing of participant distribution and loan requests.
Luke graduated from SUNY Oneonta with a Bachelor of Science Degree in Communication Studies. He is now currently attending Stony Brook University working towards his Master of Science Degree in Human Resource Management.
Richard is a Benefits Consultant at ERP Actuaries & Consultants.
Richard is currently a member of the firm’s Defined Contribution – 401(k) Specialist team. Richard is responsible for managing the daily administrative services associated with the retirement plans that are sponsored by his clients. These services include discrimination testing, calculating contributions, preparation of annual valuation and completion of IRS Form 5500. Richard’s responsibilities also include the preparation of his clients’ plan documents and restatements, as well as the processing of participant distribution and loan requests.
Richard graduated from SUNY Farmingdale State College with a Bachelor of Science Degree in Business Administration.
Rachel is a Loan and Distribution Specialist at ERP Actuaries & Consultants.
Currently, Rachel is a member of the firm's Defined Contribution Department. Rachel is responsible for processing incoming Loan and Distribution requests from our clients’ retirement plans.
Rachel graduated from Queens College with a Bachelor of Arts Degree in Economics.