 |
 |
|
 |
|
DC Plans |
|
 |
|
DB Plans |
|
 |
|
Non-Qualified Plans |
|
 |
|
Single Person Plans |
|
 |
|
Daily Valuation |
|
 |
|
Proposal Support |
|
 |
|
E & O Insurance |
|
 |
|
Plan Sponsor Web |
|
 |
|
Advisor Web |
|
 |
|
Plan Design |
|
 |
|
Online Statements |
|
 |
|
Compliance |
|
 |
|
Tax Reporting |
|
 |
|
Enrollment Kits/Fact Sheet |
|
 |
|
Plan Sponsor Newsletters |
|
 |
|
Sales Support/Enrollment Consultants |
|
|
|
|
|
 |
Address: 150 State Street, Ste. 200
City: Rochester
Home State: New York
Business States: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Indiana, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Zip Code: 14614
Website: www.epic1st.com
Plan Investments:
|
About Us:
EPIC is a premier provider of custom 401(k) and other defined contribution retirement plan services. Since 1993 we have served as a partner to bank trusts and Registered Investment Advisors nationally. We deliver open architecture, participant services, superior recordkeeping and plan administration, plan design consulting, document services, compliance testing and 5500 support. |
|
|
|
|
|
|
DC Plans |
|
|
|
|
Daily Valuation |
|
|
|
|
Advisor Web |
|
|
|
|
Tax Reporting |
|
|
|
|
|
|
DB Plans |
|
|
|
|
Proposal Support |
|
|
|
|
Plan Design |
|
|
|
|
Enrollment Kits/Fact Sheet |
|
|
|
|
|
|
Non-Qualified Plans |
|
|
|
|
E & O Insurance |
|
|
|
|
Online Statements |
|
|
|
|
Plan Sponsor Newsletters |
|
|
|
|
|
|
Single Person Plans |
|
|
|
|
Plan Sponsor Web |
|
|
|
|
Compliance |
|
|
|
|
Sales Support/Enrollment Consultants |
|
|
|
|
|
