ERP Retirement Services Employee Directory

Financial ServicesNew York, United States11-50 Employees

ERP Retirement Services is a financial services firm delivering actuarial and retirement consulting and administrative services to small and mid-sized businesses and partnerships. Based in Melville, New York, the company designs retirement plans tailored for business owners, aiming to maximize retirement savings and tax advantages while delivering benefits to employees. It emphasizes combining features of defined contribution and defined benefit plans into a single arrangement to optimize contributions within applicable rules.

With a focus on cost-effectiveness, ERP supports the design, implementation, and ongoing administration of these pension plans. As a smaller firm in the financial services industry, it targets business owners and partnerships seeking specialized retirement planning solutions.

Find ERP Retirement Services employees' phone numbers or email addresses

ERP Retirement Services Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

ERP Retirement Services's Leadership

  • Stylized image of a person
    T. B.
    Partner
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    T. D.
    Partner/Director Of Business Development
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  • Stylized image of a person
    D. E.
    Partner
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    L. A.
    Principal Chief Operations Officer
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    A. K.
    Director Of Business Development
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    A. F.
    Director Of Operations
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    D. F.
    Sales & Business Manager
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    D. H.
    Plan Implementations Manager
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ERP Retirement Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Finance
  • Program & Project Management
  • Education
  • Other
  • Business

Contact profiles from ERP Retirement Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Business Manager
    Phone icon
    United StatesMissouri
    Mar 13, 2026
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    J. O.
    Actuarial Manager
    Phone icon
    United StatesNew York
    Mar 13, 2026
  • Stylized image of a person
    C. R.
    Manager Of Defined Contribution
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    Oct 17, 2024
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    J. G.
    Manager
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    Oct 22, 2024
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    E. R.
    Principal/Actuary
    Phone icon
    United StatesNew York
    Jun 30, 2026
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    B. M.
    Senior Benefits Consultant
    Phone icon
    United StatesMissouri
    Mar 24, 2026
  • Stylized image of a person
    T. G.
    Senior Benefits Consultant
    Phone icon
    United StatesMissouri
    Jun 29, 2026
  • Stylized image of a person
    D. R.
    Senior Benefits Consultant
    Phone icon
    May 30, 2026
  • Stylized image of a person
    R. P.
    Benefits Consultant
    Phone icon
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    S. B.
    Actuarial Consultant
    Phone icon
    United StatesNew York
    Jun 28, 2026

Frequently Asked Questions

What is ERP Retirement Services known for?

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ERP Retirement Services was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 135 Pinelawn Road Suite 130 Melville, New York United States; you can contact the main corporate office by phone at . Explore ERP Retirement Services's company overview page for more information.

What is ERP Retirement Services's most common email format?

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ERP Retirement Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ERP Retirement Services email formats with LeadIQ.

How many employees does ERP Retirement Services have currently?

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ERP Retirement Services has approximately 31 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are ERP Retirement Services's key employees and leadership?

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As of June 2026, ERP Retirement Services's key employees include:

  • Partner: T. B.
  • Partner/Director Of Business Development: T. D.
  • Partner: D. E.
  • Principal Chief Operations Officer: L. A.
  • Director Of Business Development: A. K.

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