EPIC Retirement Plan Services
Financial ServicesView the employees at
EPIC Retirement Plan Services-
James Bach Senior Development Manager at Epic
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Rochester, New York, United States
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Rising Star
Menwa Branch Financial Services-
Rochester
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Rising Star
Jeff Gillette Director of Finance & Client Service at EPIC Advisors, Inc.-
Rochester, New York, United States
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Rising Star
Francisco Rodriguez Jr. Senior operations specialist-
United States
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Rising Star
Carolyn Gorman Operations Manager at EPIC Retirement Plan Services-
Rochester, New York Metropolitan Area
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Rising Star
Overview
EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC’s open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients’ success.
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