After joining EPIC Advisors in 2004 and most recently serving as director of sales and strategic partnerships, Manuel Marques has been appointed as president of the retirement plan advisory firm.
EPIC specializes in retirement plan services and solutions customized for the individual needs of retirement plan sponsors and investment advisers. EPIC serves as a recordkeeper and retirement plan consultant for over 110,000 participants in 1,800 retirement plans, with a footprint across 44 states.
Marques bring extensive experience in 401(k) plan design, administration, investments and compliance to the president role. Prior to joining EPIC, he was employed by Paychex Inc. He initially worked in the retirement services division as a relationship manager, then moved to the HRS Platinum Group, where he managed the relationships of Paychex’s highest revenue clients.
Marques earned a bachelor of arts degree in education and foreign languages from Felix Varela College, and a graduate degree in English literature from the Central University of Las Villas, both in Cuba. He holds several professional designations from the American Society of Pension Professionals and Actuaries (ASPPA), including certified pension consultant (CPC) and qualified plan financial consultant (QPFC).
Headquartered in Rochester, New York, EPIC Advisors provides retirement plan solutions to banks, trust companies and investment advisers across the country. Core solutions include comprehensive plan administration, recordkeeping, compliance, business development and document services. The firm is a wholly owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp Inc.
More information about EPIC Advisors can be found at www.epic1st.com.