Our clients hire us to understand the alphabet soup of the retirement plan industry and to assist them with ensuring their plans are maintained in a compliant manner. As part of our standard services, we offer an extensive compliance and government reporting package. If it needs to be done, EPIC RPS can do it.

Retirement Plan Administration Services

We provide plan administrative services including:

  • Raving Fan assistance with daily plan administration
  • Compliance and Coverage Testing
  • Employer contribution modeling and allocation
  • Expert advice on operating your plan most effectively
  • Annual reviews to ensure plans are operating effectively and meeting goals and objectives

Each client is assigned a Plan Specialist, a retirement plan expert, who acts as the single point of contact and is responsible for all plan administration matters.

Employee Stock Ownership Plans (ESOPs)

ESOPs can be a powerful tools in helping owners with succession planning, providing employees with ownership, and the requisite rewards and responsibilities of being an owner.

ESOP administration is complicated and has its own set of distinct administration and compliance nuances. Administering ESOPs requires a team that understands and is experienced with these nuances.

EPIC Retirement Plan Services has this expertise and a team of six certified ESOP administrators that assist our ESOP clients in operating their plans in a compliant manner. This ensures the sponsors and participants of these plans can benefit fully from all of the advantages of the ESOP.

Welfare Benefit Plan 5500

Plan sponsors establish employee welfare benefit plans, such as medical, dental, vision, and group term life insurance, to attract, retain and reward employees.

However, administering and preparing the required Form 5500 return (Annual Return/Report of Employee Benefit Plan) requires an understanding of a complex set of laws and government regulations. We provide value-added services to help plan sponsors and administrators with our Form 5500 preparation services.

Personal Touch – We will work with you to assist in the collection of the required information and ask relevant questions about the plan so we can prepare the return.

Knowledgeable and Experienced Staff – You will benefit from the experience of our well versed group of professionals who have administrative and practical experience.