New Partnership Offers Retirement Platform for Banks, Trust Cos.

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

A news release said EPIC provides administrative and recordkeeping services while Mutual of Omaha contributes a variety of retirement services including fiduciary support, participant education, and investment options.   

The solution’s investment lineup features more than 50 investment offerings, including individually managed accounts, asset allocation funds, and self-directed brokerage options.

Employers will be able to make use of the plan’s customized support through plan design and administration.


More information is available at www.epic1st.com and www.mutualofomaha.com.

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