Strong Market Presence EPIC Retirement Plan Services operates within the competitive financial services sector with a revenue range of 100 to 250 million dollars, serving mid-sized firms and emphasizing its robust position in providing retirement solutions to banks, trust companies, and investment advisors.

Technology-Driven Solutions The company's use of advanced technology stacks such as .NET, Java, and JSON indicates their focus on delivering innovative, customizable client solutions, making them a receptive target for partners offering new financial tech integrations or enhancements.

Strategic Partnerships Recent collaborations with firms like Retirement Plan Advisors and Stadion Money Management highlight EPIC’s openness to partnering for asset management and participant personalization services, presenting opportunities for vendors in these areas.

Leadership Expansion Promotion of key personnel like Joe Corona to director of sales and strategic partnerships suggests active efforts to grow client relationships and sales capabilities, expanding prospects for business development activities.

Growth & Innovation Focus EPIC’s launch of Stadion’s StoryLine solution and ongoing client-focused service offerings demonstrate their commitment to expanding their product suite, making them an ideal target for innovative retirement admin and consulting solutions.