EPIC Retirement Plan Services is a financial solutions company that offers consultation, retirement planning, and financial services.

Consulting

Finance

EPIC Retirement Plan Services

EPIC Retirement Plan Services' headquarters in Rochester, NY, United States

Manuel Marques

Dave Davidson

Mike Abraham

Joseph Corona

Kim Beal

The Client Services Team at EPIC Retirement Plan Services is dedicated to providing exceptional support and solutions to clients regarding their retirement plans and financial services. This team addresses client inquiries, manages relationships, and ensures seamless plan administration, enhancing overall client satisfaction and retention.

Client Services Team

The Conversions and Project Management Team at EPIC Retirement Plan Services is responsible for overseeing the seamless transition of retirement plans into the company's system. This team ensures accuracy, manages timelines, coordinates with internal and external stakeholders, and provides ongoing support to optimize the client experience during the conversion process.

Conversions and Project Management Team

The Directors and Managers team at EPIC Retirement Plan Services oversees high-level strategic planning and operational execution. They ensure seamless coordination across departments, drive innovation and technology integration, manage product development, and cultivate client relationships through strategic partnerships, all while steering overall financial performance to achieve company goals.

Directors and Managers

The Technology Team at EPIC Retirement Plan Services is responsible for developing and maintaining the software and digital architectures that support the company’s financial solutions. This includes creating robust, secure, and user-friendly platforms for retirement planning and financial services to enhance client experience and streamline operations.

Technology Team

The Leadership Team at EPIC Retirement Plan Services is responsible for setting the strategic direction of the company, driving business integration, and overseeing operations across different regions. They collaborate to enhance service offerings, foster growth in retirement planning solutions, and ensure alignment with the company's mission to provide exceptional financial services.

Leadership Team

The Business Integration Team at EPIC Retirement Plan Services focuses on seamlessly incorporating new business developments and strategies into existing operations. This team collaborates with various departments to enhance operational efficiency, ensures smooth transitions during mergers or acquisitions, and aligns business processes with corporate goals.

EPIC Retirement Plan Services

Org chart

Teams

Client Services Team

Conversions and Project Management Team

Directors and Managers

Technology Team

Leadership Team

Business Integration Team

Offices

EPIC Retirement Plan Services

Org chart

Teams

Client Services Team

Conversions and Project Management Team

Directors and Managers

Technology Team

Leadership Team

Business Integration Team

Offices

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