Verified recordFinancial Services

David Bard

Regional Vice President at Egps

Based in Buffalo, United States

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Seniority

Department

Sales & Business Development

Location

Buffalo

Industry

Financial Services

Company size

275

Contact information

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d•••••••@egps.com

Phone

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Background

About David Bard

Economic Group Pension Services (EGPS) is a third-party administrator and so much more. At EGPS, we provide industry-leading plan design, administration, actuarial consulting, and 3(16) fiduciary services for all types of retirement plans. We collaborate with advisors, employers, CPAs, and attorneys to deliver innovative retirement plan solutions, no matter how complex the scenario. Our specialized guidance, customized strategies, and best practices recommendations are driven by unbiased and objective research and analytics, complimented by our unique, high-touch, client service. I have over 20 years of experience in providing objective, timely, effective advice and guidance to the fiduciaries of participant-directed retirement plans. I hold the Accredited Investment Fiduciary (AIF) and the Chartered Retirement Plan Specialist (CRPS) designations and am currently working towards earning the Qualified 401(k) Specialist (QKS) Designation.

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