EPIC Leaps into 403(b) Plan Market

EPIC Advisors, Inc. will now deliver its suite of products and services to the 403(b) retirement plan market.

A press release said EPIC’s full-service 403(b) recordkeeping and administration services will provide employers with a single source solution for all of their retirement plan needs. According to EPIC’s 403(b) product manager, Patrick Burke: “EPIC uses a consultative approach to conduct a needs analysis and provide an action plan to bring employer’s 403(b) plans into compliance.”

In addition to plan design and document services, EPIC also delivers an open-architecture investment platform, complete participant recordkeeping and administration, online participant investment advice, ongoing educational services, and extensive plan sponsor reporting.

More information is at www.epic1st.com.