Introduction
EPIC Advisors, Inc.
www.EPIC1st.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #43 | $8,481 | |||
401(k) | $7,638 | |||
403(b) | $299 | |||
457 | $11 | |||
NQDC | $33 | |||
All Other | $500 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #47 | 124,275 | |||
<$10MM | 72,504 | |||
$10MM – $50MM | 38,049 | |||
>$50MM – $200MM | 13,722 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Stadion |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Schwab Retirement Technologies (SRT) |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |