Economic Group Pension Services Hires Two New People

Economic Group Pension Services Expands with New Staff Additions

Retirement Plan Consulting Firm Flourishes with Growth

Economic Group Pension Services (EGPS), one of the nation’s premiere third-party administration firms, has announced the hiring of two outstanding new staff members during a time of extensive growth for the national company. Two notable positions located in the Southern and Mountain West regions of the country signify new leadership that will help EGPS to establish their footprint nationwide. These positions have been selected based on unique qualities that will contribute to enhance the services of the company.

“We are excited about our expanding EGPS staff,” said Daniel Liss, the President, and CEO of EGPS. “As EGPS is quickly growing with new locations across the nation, it is important that we have people to meet and exceed the expectations of our clients. The knowledge and expertise of these new hires will enhance our services for current and future clients.”

In Mobile, Alabama, Candace Heffelfinger has been appointed the position of Regional Advisor Relationship Manager. As a Certified Plan Fiduciary Advisor (CPFA) and a graduate of Auburn University at Montgomery, Heffelfinger brings extensive knowledge to the position. Having previously worked for a large financial operation nearby in Montgomery, AL, she comes to EGPS with experience working on the advisor side of the retirement plan business, especially in the 401(k)/retirement plan market.

The Mountain West region for EGPS has granted the position of Regional Vice President of Sales to James Passarelli, QPA, QKA, CPFA. A graduate from Fordham University, Passarelli brings many years of experience in retirement plan administration, record-keeping, and sales with him to EGPS. His expertise will fulfill the need to support financial advisers, CPAs, and other professionals in designing and implementing retirement plans in the region, as well as communicating design concepts and regulations to plan sponsors.

About Economic Group Pension Services

Founded in 1971, Economic Group Pension Services (EGPS) is a national independent consulting firm that designs and administers cutting edge retirement plans. With plan administration offices in New York, Alabama, Louisiana, and California, the company manages over 3,400 employee benefit plans for business owners and their employees across the country. For more information about the company, please visit


Cynthia Billings


(858) 643-9211

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