EPIC RETIREMENT SERVICES CONSULTING
303 Fifth Avenue Suite #703
New York, NY 10016
Tel: (212) 532-5332
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Mr. Greenberg received an Accounting Degree from the University of Albany in 1978, and a Law Degree from Hofstra University in December 1980. He started his career in 1981 as a tax attorney with Touch Ross & Co. In 1984 he was promoted to Manager of the ERISA Department.

Jeff joined the securities business in October 1985 as Oppenheimer & Co., Inc. where he was hired as National Director of Retirement Services. While there he created and developed Oppenheimer’s Retirement Services Department, which earned the reputation for developing innovative and unique strategies to achieve profiled client objectives. Jeff was promoted to Senior Vice President in 1989 and Managing Director in 1993. His department became entrusted with over five hundred 401k plans ranging from multi-national corporations to entrepreneurial start-ups. Jeff is recognized as an ERISA 3(38) investment manager and currently holds his Series 7, Series 24, and Series 66 Securities registrations with LPL Financial.

Jeff partnered with Eva Kalivas in October 1999 and co-founded EPIC Retirement Services Consulting, LLC. He is a frequent lecturer for organizations, including the New York State Society of CPA’s, the Florida Association of Enrolled Actuaries, IMCA, International Foundation of Employee Benefits, Columbia Business School, and the American Bar Association’s Continuing Education Program. He has authored numerous trade articles, including “Counseling Your Employees on Lump Sum Distributions,” “Choosing a Retirement Plan that’s Best for Your Business,” and co-authored “ERISA Implications of TEFRA,” for the Columbia Law Review. Jeff is a member of the New York State Bar Association Employee Benefits Section. He is also the proud father of two now adult daughters and is blessed to be the eternal partner of his wife Larisa.