Located in upstate New York, EPIC Advisors is a national leader in providing comprehensive retirement plan services and solutions. EPIC specializes in participant-directed plans, primarily using daily valuation recordkeeping.

EPIC Advisors, Inc. was founded in 1993 by James M. Genthner. Today, EPIC is a wholly owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp, Inc. (NASDAQ: NBTB). The company is managed by Robert F. Judd, President, and James M. Genthner, who serves as Executive Vice President. Both executives bring to EPIC significant experience in developing, managing, promoting and administering qualified retirement plan programs.

EPIC serves as recordkeeper for over 1,150 retirement plans with $3.9 billion in recordkeeping assets, and supports individual employer-sponsored plans and financial consultant partners in some 33 states.

EPIC continues to be recognized by PLANSPONSOR magazine as providing best-in-class services to participants and plan sponsors, and our clients continue to give EPIC high marks in terms of overall satisfaction. When asked on our 2007 Client Satisfaction Survey how EPIC is performing our clients say:

"Consistently high quality service."

"Has been consistently good."

"It has always been high quality."

"It's been great consistently."

"My EPIC team is great."