Our Mission
ERP designs the best qualified retirement plans, which means, that they are tailor made specifically to best meet the objectives of our business owner clients, and their employees. We take a consultative approach to determine and identify what the objectives of the client are from the perspective of: (1) retirement savings, (2) tax savings, (3) employee benefits and (4) employee recruitment and retention. We then provide the client with options and features that best meet their objectives while complying with all laws and regulations. We believe that on an ongoing basis, our clients should expect no less than the “ERP Experience” – which means attentive, customized and responsive consulting services from all the members of our team of experienced experts and professionals.
Sales Professionals: Your Partners in Success
Todd Dunaway co-founded ERP Nashville, LLC with Ed Repper at the onset of the Covid pandemic in early 2020 and has led it to become the fastest-growing location within ERP. Under Todd's leadership, in just four years, ERP Nashville has emerged as a significant force in the Nashville and Mid-South market. As Director of Business Development, Todd’s success in building ERP Nashville stems from a strategic vision focused on empowering financial advisors with tools and strategies that enhance client satisfaction and expand sales opportunities.
Todd's collaboration with financial advisors and consultants has been crucial in devising comprehensive marketing plans that attract clients and foster their loyalty and trust. His adept communication skills enable him to deliver compelling joint presentations, conduct informative seminars, and maintain productive relationships with platform vendors and clients alike.
With over 30 years of industry experience gained at Principal Financial Group managing territories across Tennessee, Arkansas, Mississippi, Louisiana, and Kentucky, Todd brings an intimate understanding of the challenges and dynamics that advisors face regionally and nationally. This extensive background, along with his tenure on Principal’s Large Plan Consultant Relations Team, solidifies his reputation as an expert deeply versed in the intricacies of retirement planning.
A proud alumnus of the University of Memphis, Todd resides in Germantown, TN, with his wife Gina. Outside his professional endeavors, he enjoys traveling, spending time with their triplet daughters and their families, and officiating football games.
Alyssa Kosubinsky excels as the Director of Business Development at ERP Retirement Services, strategically driving growth and deepening relationships within the financial advisory and 401(k) wholesaler communities in the NY Tri-state area. Her role is pivotal in providing solutions-oriented consulting, tailored to meet the intricate demands of advisors and their clients, emphasizing ERP’s expertise in 401(k) plans and all other qualified plans.
Alyssa's journey at ERP began as an actuarial consultant, where she developed her technical expertise and gained a comprehensive understanding of 401(k) plans and 401(k)/Cash Balance Combo plans. Over her four-year tenure, she has seamlessly transitioned into her current role, leveraging her consulting background to provide a blend of technical expertise and sales professionalism in support of our advisor partners.
Alyssa is a graduate at SUNY Cortland, earning a Bachelor of Science Degree in Mathematics with a Minor in Computer Applications. She was the Director of Finance for her sorority, overseeing budgets and financial obligations.
Alyssa's unique blend of technical experience, and dedication to advisor/client success positions her as a trusted resource within the advisory community. She is committed to delivering innovative solutions and personalized support to help financial advisors navigate the complexities of retirement plan design for their clients’ benefit.
Dakota Corum is a seasoned Director of Business Development with over 8 years of in-depth experience in the qualified retirement plan industry. Specializing in 401(k) allocations, compliance testing, and strategic plan design, Dakota partners with clients to craft tailored retirement solutions that align with their unique financial goals. His expertise extends to collaborating closely with C-suite executives and financial advisors, optimizing plan operations, and ensuring the efficient performance of retirement programs. He is also highly skilled at guiding new plans through seamless setup processes, ensuring that each step is executed with precision and clarity.
Dakota holds a Bachelor’s degree in Business Administration with dual minors in Finance and Economics from Middle Tennessee State University, and is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA). His strong foundation in business, finance, and economics enables him to provide informed and effective solutions that drive long-term success for clients.
Beyond his professional accomplishments, Dakota is a devoted husband and father who cherishes his family life.
Dillon is a member of the firm’s sales team. He is responsible for supporting business development efforts, leading marketing initiatives, and assisting with new plans. His role focuses on driving sales, promoting the firm’s services, and supporting the growth of ERP’s client base.
Dillon graduated from The University of Iowa with dual Bachelor of Business Administration degrees in Business Analytics and Information Systems, and Business Management with an Entrepreneurial focus, as well as a minor in Sports and Recreation Management.
Dillon lives in Des Moines with his fiancée Grace and their puppy. In his free time, he enjoys golfing and spending time with them.
Executive Team
Ed is a Partner, Chief Executive Officer (CEO) and Actuary at ERP Retirement Services. ERP was founded by Ed in 2002 as a New York based pension consulting firm. Ed has presided over the significant growth of the firm which includes its expansion into several areas across the country. ERP Retirement Services now has locations in New York, Tennessee, and Texas.
Prior to establishing ERP, Ed was an associate with Milliman & Robertson and a Vice President at USI Consulting Group (formerly Williams Thatcher & Rand). As Vice President at USI, he was the lead consultant and managed a team of actuaries and consultants for a client base that ranged from not-for-profit organizations to banks, law firms and other professional partnerships. In that capacity, Ed led the new business campaign for professional practices, tapping his extensive experience in retirement plan design and plan implementation.
Ed is a Member of the American Society of Enrolled Actuaries (ASEA), satisfying all examination and admission requirements to obtain the designation of Enrolled Actuary in May 1999. Ed is a graduate of the State University of New York at Stony Brook receiving a Bachelor of Science Degree in Applied Mathematics and Statistics and has spoken on several topics for many organizations, including the Enrolled Actuaries Meeting held in Washington, D.C.
Lisa is a Partner and Chief Operating Officer (COO) at ERP Retirement Services. She has more than 15 years of pension administration and consulting experience.
Lisa oversees all ERP locations and is responsible for integrating operations for all new acquisitions made across the country. She is responsible for building and managing the team of Managers, Supervisors and Plan Consultants across all locations.
Lisa joined ERP in February of 2008 as a DC Consultant and by 2011 she took over as the 401(k) Plan Implementation and Conversion Specialist while maintaining her consulting responsibilities with her existing clients. In 2013, Lisa’s additional responsibilities included managing a team of consultants whose duties included annual administration, plan document maintenance and distributions. Lisa became our COO in 2021.
As the 401(k) Plan Implementation and Conversion Specialist, Lisa was the first point of contact for all ERP’s 401(k) clients. Her commitment to all clients is ensuring they have a superior, effective, and seamless client-onboarding experience during the conversion process. As a 401(k) Manager Lisa was responsible for the building and managing the team of Supervisors and Plan Consultants.
Lisa has successfully satisfied all the examination and experience requirements needed to attain the designation of QKA as a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). She graduated with a Bachelor’s Degree in Communications with a concentration in Public Relations and a minor in Sociology from The School of Arts, Humanities and Communications at Susquehanna University.
Amber is a DC Manager at ERP Retirement Services.
Amber joined the TPA industry in December of 2014 as a DC Plan Consultant where she was responsible for managing the administrative services associated with the retirement plans sponsored by her clients. Amber has been responsible for servicing between 50-75 clients, whose retirement plans vary in size and complexity. These services include calculating contributions, preparing annual valuation reports and completion of IRS Form 5500, and processing loans and distributions. In May of 2024, Amber’s role at the firm was expanded further to the position of DC Manager where she will manage staff development and responsibilities within the firm.
Amber graduated from the University of Central Missouri in May of 2014 with a Bachelor of Science Degree in Finance. Amber enjoys spending her time outside of work attending concerts, being outside, and spending time with her dog, Wrigley.
Denice is a Partner at ERP Retirement Services.
In April 2023, ERP Retirement Services acquired Compensation Benefit Planning, Inc. where Denice has agreed to stay on as Partner in the firm and will also manage the operations in the Kansas City office.
Denice began her retirement planning career with Compensation Benefit Planning, Inc. in 1994 immediately after graduating from the University of Central Missouri with a degree in accounting. She obtained her professional credentials of Qualified Pension Administrator in 2000 and Qualified 401(k) Administrator in 2001. She continued her education to become a Certified Public Accountant.
Denice left CBP for a short time to fulfill her CPA state license and in 2011 returned to a partner at CBP. Utilizing her accounting background, Denice excels at understanding the IRS and DOL guidelines and regulations.
Denice is also busy raising three children with her husband Mike, so her weekends are spent supporting their kids’ games and activities.