EPIC Retirement Plan Services

Founded in 2005, EPIC Retirement Plan Services is a U.S.-based company that provides comprehensive recordkeeping and third-party administration for various types of retirement plans, including 401(k)s. The company's mission is to deliver a better retirement plan experience by combining advanced technology with dedicated, personalized customer service. They partner with financial advisors and plan sponsors (employers) to design, implement, and manage effective retirement plans, offering services such as plan consulting, compliance testing, and fiduciary support. In July 2021, EPIC Retirement Plan Services was acquired by NFP, a leading insurance broker and consultant.