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Recordkeeper Profile
Rochester, New York
www.epicrps.com
Founded in 1993
EPIC Retirement Plan Services
Our passion. Your success.
EPIC Retirement Plan Services (“EPIC”) is dedicated to meeting the recordkeeping, administration, actuarial, marketing and communication needs of an ever-evolving retirement plan marketplace. Our mission is to set the leadership standard in delivering innovative solutions, progressive technology and exceptional client service. We create long-term relationships built on the strengths of EPIC and our partners’ expectations of excellence. EPIC was acquired by NBT Bancorp, Inc. on January 21, 2005. EPIC is a wholly owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp, Inc. (NASDAQ: NBTB).
Basic Info
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
Regarding
401k
administration:
401k Total Plans
401k Total Assets
401k Participants
Regarding
403b
administration:
403b Total Plans
403b Total Assets
403b Participants
Regarding
457b
administration:
457b Total Plans
457b Total Assets
457b Participants
Financial Rating:
Philanthorpy