Our Services

Plan Sponsors

EPIC Advisors is Your Total Retirement Plan Solution

EPIC is your local resource for a best-in-class corporate retirement plan program. Located in western New York, EPIC is an experienced and knowledgeable plan services provider and consultant that specializes in daily valuation defined contribution plans.

Because employers often struggle to find a cost-effective plan to satisfy all employees and to meet the fiduciary and regulatory obligations such a plan impose, EPIC brings all of the necessary components of a sound retirement plan together seamlessly and at a reasonable cost.

An independent survey of our plan sponsor clients identified EPIC as a "best-in-class" provider in terms of fee fairness and fee disclosure and over 97% of them would recommend EPIC as a service provider.

Our services for plan sponsors and plan participants include:

Daily Valuation Recordkeeping and Administration
Trading, Custody and Paying Agent Solutions
Prototype Plan Document Services
Participant and Plan Sponsor Websites
Compliance Testing and Signature-Ready Form 5500
Participant Communication and Education Tools