EPIC Retirement Plan Services
Financial-Services
Website
Company Tagline
At EPIC RPS, your success is more than just our business. It's our passion.
Industry Category
Business Keywords
Company Description
EPIC Retirement Plan Services is a leading provider of comprehensive retirement plan solutions, dedicated to empowering financial institutions, investment advisors, and third-party administrators with exceptional consulting and recordkeeping services. Located at 150 State St., Suite 200, Rochester, New York 14614, US, EPIC Retirement Plan Services leverages an open-architecture platform to deliver custom-fit solutions, supported by dedicated relationship managers and world-class client-service teams. The company’s additional locations include 1699 S Hanley Rd, St Louis, Missouri, US; 254 Commercial St, Portland, Maine 04101, US; and 4541 N Prospect Rd, Suite 201, Peoria, Illinois 61616, US.
With a deep understanding of the retirement plan landscape, EPIC Retirement Plan Services actively collaborates with clients to foster the continuous growth of their retirement businesses. EPIC Retirement Plan Services is committed to delivering friendly, responsive service, underpinned by extensive experience, advanced tools, and cutting-edge technology. Since 1993, EPIC Retirement Plan Services has built a strong reputation for driving client success through tailored solutions and unparalleled support.
EPIC Retirement Plan Services' passion for client success is at the heart of everything they do. By partnering with EPIC Retirement Plan Services, businesses gain a trusted ally dedicated to navigating the complexities of retirement plan administration and consulting. We invite the management team at EPIC Retirement Plan Services to create a customized and exclusive company showcase and product listing on our platform, highlighting the unique value they bring to the financial services industry.
EPIC Retirement Plan Services est un fournisseur de premier plan de solutions complètes de régimes de retraite, dédié à donner aux institutions financières, aux conseillers en investissement et aux administrateurs tiers des services exceptionnels de conseil et de tenue de registres. Situé au 150 State St., Suite 200, Rochester, New York 14614, États-Unis, EPIC Retirement Plan Services s'appuie sur une plateforme à architecture ouverte pour fournir des solutions sur mesure, soutenues par des gestionnaires de relations dédiés et des équipes de service à la clientèle de classe mondiale. Les autres emplacements de l'entreprise incluent 1699 S Hanley Rd, St Louis, Missouri, États-Unis ; 254 Commercial St, Portland, Maine 04101, États-Unis ; et 4541 N Prospect Rd, Suite 201, Peoria, Illinois 61616, États-Unis.
Grâce à une compréhension approfondie du paysage des régimes de retraite, EPIC Retirement Plan Services collabore activement avec ses clients pour favoriser la croissance continue de leurs activités de retraite. EPIC Retirement Plan Services s'engage à fournir un service amical et réactif, soutenu par une vaste expérience, des outils avancés et une technologie de pointe. Depuis 1993, EPIC Retirement Plan Services s'est forgé une solide réputation en matière de succès de ses clients grâce à des solutions sur mesure et à un soutien inégalé.
La passion d'EPIC Retirement Plan Services pour le succès de ses clients est au cœur de tout ce qu'ils font. En s'associant à EPIC Retirement Plan Services, les entreprises gagnent un allié de confiance qui se consacre à naviguer dans les complexités de l'administration et de la consultation des régimes de retraite. Nous invitons l'équipe de direction d'EPIC Retirement Plan Services à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, mettant en évidence la valeur unique qu'elle apporte au secteur des services financiers.
Key Personnel / Employees
Compare Companies Side by Side
Compare EPIC Retirement Plan Services with 3 companies in Financial-Services
| Comparison Field |
EPIC Retirement Plan Serv...Main Company |
PCS RetirementView Profile |
Compass Retirement C...View Profile |
USI Consulting GroupView Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2001 | 2006 | |
|
Company Size
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— | 201-500 | 11-50 | 501-1,000 |
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City
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Rochester, New York | Philadelphia, PA | Stratham, NH | Glastonbury, CT |
|
Country
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United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Retirement Plans
Financial Services
Retirement Consulting
401(k) Recordkeeping
Investment Advisors
Retirement Administration
Defined Contribution
Retirement Plan Administration
Defined Benefit
Retirement Plan Consulting
Cash Balance
Actuarial Services
|
16 Total
16 Unique
Unique Skills:
401(k)
403(b)
457
Asset Management
Daily valuation recordkeeping of open architecture 401(k)
Fiduciary Protection
+10
|
7 Total
7 Unique
Unique Skills:
3(16) Fiduciary
401(k)
Actuary
Corporate retirement plan consulting & design
Safe Harbor Plans
Third Party Administration
+1
|
11 Total
11 Unique
Unique Skills:
Actuarial Valuations
Benefits Administration Services
Church Plans
DB Plan Termination
Defined Contribution Plan Management
Defined Contribution Provider Search & Audit
+5
|
4
Total Companies2001
Oldest Founded1
Countries45
Unique SkillsSimilar Companies
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Alternative Company Names
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