Edberg & Perry, Inc.

Firm Profile

Edberg & Perry is a full service third party administration firm. We handle all types of qualified retirement plans. Plan sponsors need us to help with the administration of their retirement plans, so they can stay focused on their businesses. As such, we handle not only the normal administration typical of a third party administrator, but we do a substantial amount of plan correction work and 3(16) fiduciary administration. Because we can help a plan sponsor regardless of the level of need, we are a great fit for those plan sponsors looking for more than an out of the box solution to retirement.

Key Contacts

Susan Perry, suep@edbergperry.com

Website

http://www.edbergperry.com

Est. 1994

States with a Physical Presence 

Arizona

Sponsored Plans Supported

500

Target Markets

Our target market is a client looking for a customized retirement plan administration solution. We can work with clients covering only owners all the way up to larger multi-thousand employee businesses.

Plans Supported 

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)

Custodians Used

Any custodian is acceptable

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Plan Committee Meetings
  • Employee Education
  • Enrollment Meeting Support