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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Elizabeth Simpson | Raleigh-durham-chapel Hill Area, United States |
Email
|
|
| Andrew Berretta | Retirement Services; Qka, Tgpc | Hilton, New York, United States |
Email
Phone
|
| Jeanne Blake | Senior Manager of Consulting and Risk | Fairport, New York, United States |
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 | 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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