Richardson will be promoting EPIC’s retirement plan services to the banking and registered investment adviser (RIA) communities in New England, New York City, New Jersey and north central U.S. She will be based in Beverly, Massachusetts, while EPIC is headquartered in Rochester, New York.
“Carolyn’s presence gives us the ability to expand our exposure to the financial services community,” said George Curry, director of business development for EPIC. “Her industry experience will prove to be a valuable resource to EPIC’s banking and RIA partners, and we are excited to have her on our team.”
Richardson has previously worked for RolloverSystems, a North Carolina-based retirement investment rollover manager, as well as for Fidelity Investments in a variety of roles.
EPIC serves financial institutions and small to midsize companies in 33 states. EPIC’s client base comprises over 1,300 retirement plans, more than 115,000 participants and nearly $5 billion in assets.