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PLAN PARTICIPANT SERVICES

Questions about your Plan, your Plan’s investment options or concern about investment performance.  EPIC is here to provide you with information you need to help pursue your retirement goals.

PLAN PARTICIPANT STRATEGIES

The first decision you need to make when joining the Plan is: How much should I contribute?”
And, then ask:  Am I contributing enough?  The simplest rule to seek to ensure your “golden years of retirement” are truly “golden:”  start saving now!

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INVESTMENT EDUCATION

EPIC’s greatest strength is our hands-on involvement with 401k participants.  Besides group in-person meetings, we provide one-on-one guidance.

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ESTATE PRESERVATION & WEALTH CREATION

What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals and many other factors. Upon request, EPIC Retirement Services Consulting can provide individual wealth management services.

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LIFE EVENTS

In times of change or transition you don’t want to be shaking pennies out of a piggy bank. Having a financial plan in place can help you be ready for planned and unplanned life events.

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