October 04, 2012
--- Brian Frazer and Colleen Peters have been hired as client
services specialists at EPIC Advisors Inc. ---
In their new roles, Frazer and Peters will deliver
day–to-day recordkeeping and administrative services to EPIC’s retirement plan
clients, including participant account maintenance, enrollment processing,
reconciliation adjustments and statement preparation.
Frazer comes to EPIC from Paychex where he was a 401(k)
client service specialist. Peters previously worked for The OMNI Group as a remittance
specialist.
EPIC Advisors Inc. is a full-service 401(k) plan
recordkeeping firm specializing in participant-directed plans using daily
valuation recordkeeping, and serves financial institutions and small to midsize
companies. EPIC’s client base spans 34 states and comprises over 1,400
retirement plans, more than 98,500 participants and $4.7 billion in
recordkeeping assets.
More information about EPIC Advisors can be found at www.epic1st.com or www.401ktalk.com.
PLANADVISER staff