Services offered to our clients fall into five main categories:
More and more Plan Sponsors are being forced to “fit the box” of their Provider. Our services are either all-encompassing or offered on an a’la carte basis.
EPIC offers clients unbiased,independent advice in an effort to ensure that our Clients are addressing their fiduciary duties. We work in conjunction with Plan providers, filling in the independent investment advisory and Participant education services that they cannot.
Many individuals have become fiduciaries without their intent or knowledge. EPIC recognizes and addresses the concerns of Plan fiduciaries in a manner that is most appropriate for the fiduciary.
EPIC’s greatest strength is our hands-on involvement with Participants. Not only do we deliver group training, but we provide one-on-one communication with Participants and unlike the Plan Sponsor, we can and do provide individual guidance.
EPIC Retirement Services Consulting can assist in designing and implementing Executive Benefits to give Plan Sponsors an edge in recruiting and retaining valuable executive leadership.