Strategic Partnerships EPIC Retirement Plan Services has a history of partnerships and collaborations, including a 2022 alliance with Retirement Plan Advisors and Stadion Money Management, indicating open channels for co-branded solutions and expanded client reach that sales teams can leverage for joint offerings.

Sales Leadership Promotion of Joe Corona to director of sales and strategic partnerships signals a renewed focus on growing the client base and developing strategic channels, presenting an opportunity to engage at the leadership level to propose expanded distribution and cross-selling initiatives.

Platform and Tech The firm emphasizes an open-architecture platform and a modern tech stack (iCIMS, Docker, Jenkins, Microsoft 365, Jira, Confluence) which can be paired with banks and advisors seeking scalable, integrated recordkeeping and retirement plan consulting solutions.

Growth Potential With revenue in the hundreds of millions and a midsize employee base, EPIC RPS appears positioned to scale partnerships that add value for mid-market banks and trust companies looking to upgrade retirement plan services and participant experience.

Market Fit Current and past initiatives around StoryLine and managed account solutions point to a focus on participant personalization and managed accounts, suggesting opportunities to upsell advisory services, managed accounts, or enhanced participant education within partner networks.