Strategic Partnerships EPIC Retirement Plan Services has recently expanded its network through strategic partnerships with Retirement Plan Advisors, LLC and Stadion Money Management. These collaborations enhance its offerings with personalized asset management and participant solutions, presenting opportunities to cross-sell advanced retirement services and integrated financial products.

Focused Leadership Growth The promotion of Joe Corona to Director of Sales and Strategic Partnerships indicates a commitment to strengthening client relationships and expanding market reach. This signifies potential for targeted engagement and tailored sales strategies to leverage leadership changes for new business development.

Innovative Service Offerings EPIC launched Stadion’s StoryLine 401(k) managed account solution in 2018, showcasing its willingness to adopt innovative, customized retirement tools. There is an opportunity to promote additional technological integrations and modernized solutions to existing clients seeking cutting-edge retirement plan features.

Market Position and Revenue With an estimated revenue of between $250 million and $500 million and a mid-sized employee base, EPIC compares favorably within the retirement services industry. This positioning suggests a growth target to expand institutional partnerships and increase client base within the competitive fintech landscape.

Tech Stack Utilization EPIC employs a broad tech stack that includes cloud management, data security, and communication tools, reflecting a modern technological infrastructure. Leveraging this infrastructure to offer innovative, scalable solutions can attract larger clients and enhance existing client retention efforts.