EPIC is more than just another recordkeeper and plan administrator; we're a partner. We look for relationships with Investment Advisors who understand the retirement plan market and want to deliver superior services to that audience.

We are the retirement plan experts who can deliver the automation and technology that provide burden-free administrative services to your clients. While we focus on plan design and compliance, transaction processing and reporting, you remain your client's trusted advisor.

EPIC brings a depth of experience and dedication to customer service that continues to be recognized by our clients, receiving PLANSPONSOR magazine's Best-in-Class recognition two years in a row. Our suite of services include: