EPIC Retirement Plan Services provides recordkeeping services and transaction processing services for tens of thousands of our plan sponsor clients’ valued team members. Our team of operations experts oversees and processes millions of retirement plan transactions each year.

Instant Access to Account Information

We use our state-of-the-art recordkeeping system to provide plan participants and plan sponsors instant access to account information through our website and voice response systems.


Each year, our daily valuation recordkeeping system undergoes an independent audit of processes and controls. The result of this audit is an SSAE16 SOC1 report that attests to our adherence to these stringent controls.