EPIC Retirement Services Consulting, LLC
245 Fifth Avenue - Suite 602
New York, NY 10016
Tel: (888) 558-EPIC (3742)
WHY EPIC RETIREMENT SERVICES CONSULTING, LLC???
Complete independence. We are absolutely unbiased and independent. We offer no proprietary product, of any kind, helping to ensure our absolute objectivity.
Time efficiency. We realize we are in the service business and that your most valuable commodity is time. We readily turn to our extensive outside sources to satisfy client objectives.
Knowledge. We have performed Investment Banking engagements for some of the premier administrative firms in the country. Accordingly, we understand the administration business better than those not involved in its day-to-day nuances. Our relationship with outside providers can ultimately save our clients time and money. Regardless of the complexity of a client situation, we have the internal and/or external resources to implement the most appropriate cost-effective and time efficient solution. Employee Benefit and Investment Consulting is our sole business, not a sidelight. We can negotiate to obtain most ‘out-of-the-box’ client desired administrative services.
Investment Advisory. We satisfy the Investment Advisory requirements as outlined by the Pension Protection Act. We are independent, by ERISA’s definition. Our focus is to decrease the fiduciary’s liability, through our investment advisory services, and to increase participant awareness, through employee communication and education. Our Investment Professionals are Registered Representatives and have received their AIF Designation (Accredited Investment Fiduciary) from the Center for Fiduciary Studies.
Employee Communication. We are in the communication business. Employee communication is perhaps one of our greatest strengths. We also offer distribution counseling to participants via a toll-free participant call-in center.
On-going service. Our clients deal directly with Senior Management. We do not walk away! We assist with Plan Conversion, employee education, on-site enrollments and individual participant advice.
Plan design and legal assistance. We will continuously work with you to accomplish the objective of consolidating and streamlining plans.
Compliance Services. We work in conjunction with your Providers, filling in the Compliance services that protect the Sponsor from liability. We monitor and advise our clients on DOL issued guidance.