EPIC Retirement Plan Services
Company Management

EPIC Retirement Plan Services

Financial Services United States 173 employees
Employees
173
Contacts
3
Emails
3
Phones
2

EPIC Retirement Plan Services Overview

Headquarters
United States
Website
epic1st.com
Industry
Financial Services
Employees
173
Founded
1993
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About EPIC Retirement Plan Services

EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC’s open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients’ success.

EPIC Retirement Plan Services Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

EPIC Retirement Plan Services Org Chart

Sample employees and titles
Name Title Contact
Elizabeth Simpson
Email
Andrew Berretta Retirement Services; Qka, Tgpc
Email Phone
Jeanne Blake Senior Manager of Consulting and Risk
Email Phone

Employees by Management Level

Manager 15 profiles
Individual contributor 9 profiles
Director 3 profiles
Senior / Lead 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 8 8 3
Sales 7 7 1
Executive 3 3 1
Operations 2 2 1
Legal 2 2 0
Finance 1 1 1

EPIC Retirement Plan Services Tech Stack

Engineering 1 profile

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