EPIC Retirement Plan Services has a team of more than 160 retirement plan professionals who serve over 4,100 qualified retirement plans. The 215,000 plus participants in these plans have accumulated assets in excess of $15.2 billion. This distinguishes us as one of the largest independent recordkeeping firms in the country.

We focus on delivering high-touch service to ensure:

  • Direct relationships with day-to-day plan contacts
  • Processes and procedures customized to meet your needs
  • Timely and accurate responses to your questions

Our Plan Specialists and Plan Consultants average 15 years of experience in working with qualified retirement plans. All of our Plan Specialists and Plan Consultants are required to obtain designations from the American Society of Pension Professionals and Actuaries (ASPPA). Plan Specialists and Plan Consultants holding these designations are recognized by their peers and their industry as experts in their field. Designations held by our team members include:

  • Qualified 401(k) Administrator (QKA)
  • Qualified Plan Financial Consultant (QPFC)
  • Certified Employee Benefits Specialist (CEBS)
  • Qualified Pension Administrator (QPA)
  • Certified Pension Consultant (CPC)
  • Enrolled Retirement Plan Agent (ERPA)