Products April 28, 2011

National Advisors Trust Partners with EPIC

National Advisors Trust announced an agreement with EPIC Advisors, Inc. to provide a branded 401(k) program with open-architecture and daily valuation services to its shareholder adviser firms.

Reported by

PLANADVISER staff

Ronald G. Ferguson, CEO of National Advisors Trust, said the firm selected EPIC for its private-label 401(k) program because of EPIC’s “proven capabilities in the retirement planning and recordkeeping fields, and their ability to apply the National Advisors Trust brand to their retirement plan platform.”

Ferguson added: “Their open architecture investment offering provides the trust company’s RIAs the ability to select the best investment solutions for their retirement plan sponsor clients and participants. Working together, we now have the ability to provide our RIAs with a competitive, full service proprietary plan platform.”