EPIC Retirement Plan Services
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 201-500 Employees

View Company Info for Free

Overview

Headquarters

150 State St Ste 200, Rochester, New Yor...

Phone Number

(585) 232-9060

Revenue

$21.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
3
3
2

About EPIC Retirement Plan Services

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 EPICs open-architecture platform, the company's dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging the company's deep experience, tools, and technology, the company actively work with the company's clients to continuously grow their retirement business over time. At EPIC RPS, the company is passionate about the company's clients success.Explore more
EPIC Retirement Plan Services's Social MediaPopular SearchesEPIC Retirement Plan ServicesRetirement Plan ServicesRetirement Plan Services LLCEPIC Advisors IncEpic Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

EPIC Retirement Plan Services Org Chart

PhoneEmail
MM
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is EPIC Retirement Plan Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to EPIC Retirement Plan Services

Compare insights from companies similar to EPIC Retirement Plan Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPIC Retirement Plan Serv...

$21.9M
201-500
Private
-
1989
$386.7M
501-1,000
Private
-
2002
Jon Frojen, Chief Financial Officer at Beacon Pointe
Jon FrojenChief Financial Officer
$62.5M
51-200
Private
-
2015
Deane Mayerhofer, Chief Operating Officer at Strategic Retirement Partners
Deane MayerhoferChief Operating Officer
$51.5M
501-1,000
Private
-
1990
WM
William MorrisonPresident, Peninsula Wealth & Planner
$23.3M
201-500
Private
-
-
LG
Lindsay GronewoldManager, Transition
$14.7M
51-200
Private
-
2004
Michael McDaid, Managing Director, Wealth & Manager at RetirementDNA
Michael McDaidManaging Director, Wealth & Manager
$14.1M
51-200
Private
$19M
1999
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EPIC Retirement Plan Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EPIC Retirement Plan Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EPIC Retirement Plan Services.

EPIC Retirement Plan Services Tech Stack

A closer look at the technologies used by EPIC Retirement Plan Services

Most Recent Scoops

Hiring Plans
EPIC Retirement Plan Services has more open roles in Sales than it has had at any time in the past 12 months with an increased focus that include Client Onboarding.
Hiring Plans
Open Position
Open Position
Open Position
See more scoops

EPIC Retirement Plan Services News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding EPIC Retirement Plan Services

What is EPIC Retirement Plan Services's official website?
EPIC Retirement Plan Services's official website is www.epicrps.com
What is EPIC Retirement Plan Services's Revenue?
EPIC Retirement Plan Services's revenue is $21.9 Million
What is EPIC Retirement Plan Services's SIC code?
EPIC Retirement Plan Services's SIC: 62,628
What is EPIC Retirement Plan Services's NAICS code?
EPIC Retirement Plan Services's NAICS: 52,523
How many employees does EPIC Retirement Plan Services have?
EPIC Retirement Plan Services has 201-500 employees
What industry does EPIC Retirement Plan Services belong to?
EPIC Retirement Plan Services is in the industry of: Finance, Securities Trading
What is EPIC Retirement Plan Services competition?
EPIC Retirement Plan Services top competitors include: Beacon Pointe, RetirementDNA, Transamerica Retirement Solutions, Strategic Retirement Partners
What companies has EPIC Retirement Plan Services acquired?
EPIC Retirement Plan Services has acquired the companies: Evans Bancorp, Fairport Savings Bank, Suchak Data Systems, Salisbury Bank
What technology does EPIC Retirement Plan Services use?
Some of the popular technologies that EPIC Retirement Plan Services uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Angular
How do I contact EPIC Retirement Plan Services?
EPIC Retirement Plan Services contact info: Phone number: (585) 232-9060 Website: www.epicrps.com
What does EPIC Retirement Plan Services do?

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 EPICs open-architecture platform, the company's dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution... supported by friendly, responsive service. Leveraging the company's deep experience, tools, and technology, the company actively work with the company's clients to continuously grow their retirement business over time. At EPIC RPS, the company is passionate about the company's clients success.Read More

What are EPIC Retirement Plan Services social media links?
EPIC Retirement Plan Services Linkedin page
Is EPIC Retirement Plan Services a public company?
EPIC Retirement Plan Services is private company therefore does not currently have an official ticker symbol
See more information about EPIC Retirement Plan Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.