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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Alyssa Kosubinsky | CPFA

0 / 5

Retirement plan business development
401(k) and cash balance plan design
Defined benefit and combo plan strategies
Advisor and CPA partnership support

Alyssa Kosubinsky is the Director of Business Development at ERP Retirement Services, where she works closely with CPA firms, financial advisors, and other professional partners to identify retirement plan opportunities for business owners, professional practices, and high-income clients. Since starting at ERP in 2020 as an actuarial consultant, she has developed deep technical knowledge in retirement plan design, including 401(k), Cash Balance, Defined Benefit, and combo plan strategies.

In her current role, Alyssa combines that technical background with a relationship-driven approach to help advisors and CPAs find solutions that align with their clients’ goals. She is focused on making complex retirement plan strategies easier to understand and on helping professional partners deliver greater value through practical, well-matched plan design.

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