EPIC Advisors, Inc. has named Spiro J. Theodorakakos as its director of client service. Jeff Gillette, who previously performed the role, as well as that of director of finance, will focus solely on finance.
As director of client service, Spiro will lead EPIC’s team of relationship managers, account managers, and client service specialists. Spiro joined EPIC in 2007 as a client administrator. Since then he has excelled in multiple client service, relationship management, and sales positions, most recently serving as a relationship manager. Prior to joining EPIC he spent time at Paychex in the 401(k) administration and service department.
“With his personal and passionate approach to client service, Spiro embodies EPIC’s commitment to providing world-class service and premium retirement plan solutions,” says Manny Marques, president of EPIC. “His experience and personal devotion to his client’s and EPIC’s success makes him the ideal leader for our service team.”
Spiro has earned the Qualified 401K Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations from the American Society of Pension Professionals and Actuaries (ASPPA) as well as the Accredited Investment Fiduciary (AIF) designation from fi360.NEXT: PSCA Names New Directors
The Plan Sponsor Council of America (PSCA) announced the appointment of three new members to its board of directors.
Brandon Diersch is group portfolio manager (Capital Markets) at Microsoft in Redmond, Washington. Diersch serves on PSCA’s Investment and Non-Qualified Deferred Compensation committees, spoke at PSCA’s 69th annual conference, and will host PSCA’s Seattle City Event in September.
Robin Hope is director of human resources at Haag Engineering in Dallas, Texas. Hope is a PSCA member and has more than 20 years’ experience in human resource leadership.
Dawn Rich is director of benefits at Cardinal Health in Columbus, Ohio. Rich has more than 20 years’ experience managing employee benefit plans for large organizations.
“We are pleased to add these experienced leaders to our board,” says Steve McCaffrey, PSCA’s board chairman. “We are fortunate that these professionals are willing to help us advance our strategic initiatives, and serve the interests of the nation’s retirement plan sponsors and participants.”
Terms for new directors generally run three years.
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