logo

ABOUT EPIC RETIREMENT SERVICES CONSULTING

EPIC RETIREMENT SERVICES CONSULTING offers Plan Sponsors independent 401K and pension guidance. Led by a team of specialists with over 50 years of experience, EPIC has created a niche in the 401K and pension arena, helping address Plan Sponsors’ fiduciary responsibilities and educating employees through participant guidance.

Most important, EPIC Retirement Services Consulting will always acknowledge in writing that we act in a fiduciary capacity with regard to investments in advisory relationships. We work for, the Plan Sponsor, and not for your Provider. Our services are in no way conditioned upon your changing Providers. EPIC’s involvement has the potential to significantly reduce our Clients’ liability with the goal to help maximize our Clients’ protection.

EPIC Retirement Services Consulting offers Plan Participants unbiased, proactive consultative support regarding the Plan and the investment options offered.  Our services are provided as part of the Plan at no cost to Plan Participants.  We are here to assist you, and are located at 303 Fifth Avenue, Suite 703, New York, New York 10016.



OUR MISSION STATEMENT

Our vision is quite simple – OUR CLIENTS COME FIRST. Our goal is to be the pre-eminent consultant in the Retirement Plan arena, delivering top quality solutions coupled with unparalleled, personalized service.



OUR ADVANTAGES

  • NO internal products, thus ensuring total objectivity and unbiased advice.

  • WE ARE PROBLEM-SOLVING CONSULTANTS, NOT PRODUCT SALES REPRESENTATIVES. THIS IS OUR ROLE AND EXCLUSIVE BUSINESS.

  • We are always geared towards providing proactive, independent consulting support. Our extensive internal and/or external resources aim to address any client need in the least time and most cost effective manner.

  • OVER 50 YEARS OF COLLECTIVE EXPERIENCE IN THE INVESTMENT ADVISORY SERVICES PROFESSION - FREE FROM ANY SEC/FINRA VIOLATIONS.