EBG Systems, Inc.

Financial ServicesIllinois, United States2-10 Employees

EBG Systems is a cloud computing financial services company that specializes in CRM/Workflow Portals and Retirement Plan Design solutions for pension professionals. Our web-based platforms are trusted by TPA firms and financial institutions accross the country, including Fortune 500 companies. 

We believe that pension professionals deserve superior alternatives to expensive, slow, and difficult-to-use desktop applications in the industry today. EBG Systems offers the most user-friendly and affordable pension software on the market.


- Retirement Plan Design & Proposal Software

  EBG Systems web-based plan design and proposal software is designed for professional pension consultants 
  and plan administrators.  Our systems conduct non-discrimination testing and deliver professional, 
  marketable report sets for a number of plan designs:

  401(k) | Defined Contribution - Cross Tested | Defined Benefit | Cash Balance | SEP | SIMPLE

- CRM/Workflow Portals

  EBG Systems web-based workflow solutions are designed to meet your needs as a TPA. With 
  web-based technology, our solutions give you instant access to all of your plan related and client information. 
  We offer a wide-range of solutions that include file sharing, task tracking, client portals, and much more.

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