EPIC Retirement Plan Services is a boutique firm providing fully bundled plan design, record – keeping, administration, compliance and participant education services to sponsors of qualified plans.

Founded in 1989 by a team of financial planners with highly specialized expertise in qualified retirement plans, we identified a crucial need for a single-source provider of industry best-practice solutions.

A core tenet of our unique philosophy is to “Focus on the Right Things”, the things that impact the success of plans for both sponsors and participants.

Exceeding Expectations

Our fully integrated process reduces work for clients. Plan Specialists serve as a single point of contact and oversee every deliverable. We guarantee our service will meet or exceed your expectations.

Investment Independence

EPIC Retirement Plan Services provides our Advisor partners with an investment platform that offers the opportunity to provide objective investment recommendations from the largest universe of investments possible. We have no affiliations to any of the funds and are not compensated in any way from the funds our Advisor partners recommend.

Fully Transparent Fee Structure

We have offered fully transparent fee structure since our firm’s inception. We work for a clearly stated fee, impose no client investment restrictions and 100% of any revenue sharing is deposited back into the plan. We do this and have done this, not because we are required to do it, but because it is the Right Thing to do.

Designing Plans that Meet Our Clients’ Needs, Not Ours

All too often, retirement plans are designed to accommodate the service provider’s operating model. At EPIC RPS, our approach is to first understand why our clients sponsor their retirement plans. Once we understand the goals and objectives for a plan, our team of highly qualified retirement plan consultants work with our clients to design a plan to meet their goals and objectives.