Epic Retirement Plan Services

About

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.

Contacts

Products / Services

  • Provide recordkeeping and administrative support for the Banks & Trust Institutional Services retirement plan practices
  • EPIC Solutions for Advisors
  • Solutions for TPAs
  • Plan Administration and Recordkeeping Services
  • Investment Advisory Services
  • Integrated Payroll Services
  • Actuarial and Consulting Services
  • Participant Education
  • Plan Installation
  • Health Savings Account

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 15
Partnership: 0
Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and...

Partnership

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