Great recordkeeping firms are distinguished by two attributes: quality and scope of services provided. Most recordkeeping operations perform tasks such as: contribution and distribution processing, participant statements, compliance testing, loan and hardship processing, web access, call center. Great firms, however, not only perform well on these routine tasks, but offer their clients a number of "Enhanced Services." The quality of our services is evidenced by industry-wide recognition and satisfied clients. We invite you to review the "Enhanced Services" EPIC offers to our clients in addition to the standard services you expect. For more information give us a call at 585-232-9060.

Enhanced Services Inventory Worksheet (doc)