EPIC RETIREMENT SERVICES CONSULTING
303 Fifth Avenue Suite #703
New York, NY 10016
Tel: (212) 532-5332
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  Retirement & Corporate Plan Services Investment Advisory Services Fiduciary Risk Management Services Executive Benefits & Wealth Management Services
           
 
Services offered to our clients fall into four main categories:

 
     
  These services are offered separately or in total and include:  
 
  • Fiduciary Risk Management
  • Investment Performance
  • Investment Review/Ongoing Advisory
  • Employee Benefit & Non-Qualified Plans
  • Plan Fee Analysis/Benchmarking
  • Investment Committee Due Diligence Studies
  • Investment Policy Review
  • Creation
  • Defined Benefit Plan Consulting
  • Regulatory Compliance Assistance
  • ERISA Budget Consulting
  • Mergers & Acquisitions – ERISA
  • Executive Life Insurance
  • Executive Deferred Compensation
  • Estate Preservation & Wealth Creation
  • Participant Education/Communication