Our Team
Our experienced and dedicated staff maintain retirement plan administration and consulting credentials. As a result of the associated continuing education requirements, our staff continues to stay up-to-date and current on the issues of the day. Additionally, we have several certified Enrolled Retirement Plan Agents (ERPA) on staff, who are able to represent our clients before the IRS in the event of a plan audit or negotiations to correct plan errors. In the unlikely event that a client needs legal representation before the IRS or Department of Labor, we have strong relationships with attorneys in the Phoenix area and nationally who specialize in Employee Retirement Income Security Act (ERISA) matters and who can assist when attorney-client privilege is required.
Principals
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.
As Vice-President of Operations for Edberg Perry, Inc., Andy is responsible for overseeing the plan consulting and administrative staff, ensuring all client deadlines are met, and…
As Consulting Actuary for Edberg Perry, Justin reviews and verifies all actuarial calculations performed at Edberg Perry and signs the IRS actuarial certifications and FASB reports when required for defined benefit and cash balance plans. Justin has worked in the retirement industry for over 9 years, including work in the retirement divisions at Aon Consulting and Mercer.