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

Finance

Consulting

EPIC Retirement Plan Services

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

The St Louis office likely specializes in retirement plan consulting and sales support for qualified plans.

St Louis

Manuel Marques

Mike Abraham

Joseph Corona

Kim Beal

Dave Davidson

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

This department focuses on providing expert guidance and solutions for retirement plan management and sales.

Retirement Plan Consulting

This department focuses on driving sales efforts and managing client relationships within the organization.

Internal Sales

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

This department focuses on managing and nurturing relationships with clients to ensure their needs are met and satisfaction is maintained.

Client Relations

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.

EPIC Retirement Plan Services

Org chart

Teams

Client Services Team

Retirement Plan Consulting

Internal Sales

Technology Team

Client Relations

Directors and Managers

Offices

EPIC Retirement Plan Services

Org chart

Teams

Client Services Team

Retirement Plan Consulting

Internal Sales

Technology Team

Client Relations

Directors and Managers

Offices

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