About Us

EPIC Advisors, Inc. helps financial service companies grow their retirement plan business. Since 1993, EPIC has been providing profitable and lower-risk private label recordkeeping, administration, trading, and custody outsource solutions to bank trust divisions and independent trust companies. EPIC’s experience in developing, managing, promoting, and administering employee directed daily-valuation qualified retirement plan programs is why over 60 financial service providers nationally use EPIC. In addition to the resources and technology for superior retirement plan management, EPIC provides sales and marketing support services that help its clients achieve their retirement plan growth goals. A rigorous audit structure and intimate knowledge of trust operations uniquely positions EPIC to be the vendor of choice for the employee benefits provider.