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EPIC Retirement Plan Services Employee Directory

Financial ServicesNew York, United States51-200 Employees

EPIC Retirement Plan Services provides retirement plan consulting and recordkeeping for banks, trust companies, investment advisors, and third-party administrators, operating on an open-architecture platform. Dedicated relationship managers and client-services teams support each client with a custom-fit solution and responsive service. With deep industry experience and technology, the firm aims to help clients grow their retirement business over time. Based in Rochester, New York, the company is a mid-sized player within financial services focused on retirement solutions.

Find EPIC Retirement Plan Services employees' phone numbers or email addresses

EPIC Retirement Plan Services Global Highlights

Location
Employees

North America
215

Minus sign iconPlus sign icon
  • United States Of America
    215

EPIC Retirement Plan Services's Leadership

  • Chief Financial Officer at EPIC Retirement Plan Services
    M. M.
    Chief Financial Officer
    Mobile Phone
  • Vice President & Treasurer at EPIC Retirement Plan Services
    J. B.
    Vice President & Treasurer
    Mobile Phone
  • Vice President Of Information Services at EPIC Retirement Plan Services
    M. A.
    Vice President Of Information Services
    Mobile Phone
  • Partner at EPIC Retirement Plan Services
    T. M.
    Partner
    Mobile Phone
  • Executive Vice President at EPIC Retirement Plan Services
    J. G.
    Executive Vice President
    Mobile Phone
  • Regional Vice President at EPIC Retirement Plan Services
    K. H.
    Regional Vice President
    Mobile Phone
  • Vice President at EPIC Retirement Plan Services
    L. L.
    Vice President
    Mobile Phone
  • Client Service Team Lead at EPIC Retirement Plan Services
    A. K. W.
    Client Service Team Lead
    Mobile Phone

EPIC Retirement Plan Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Finance
  • Program & Project Management
  • Support
  • Other
  • Legal

Contact profiles from EPIC Retirement Plan Services

Name
Title
Contact
Location
Last Update
  • Recordkeeping Support Administrator at EPIC Retirement Plan Services
    A. K.
    Recordkeeping Support Administrator
    Mobile Phone
    Oct 22, 2024
  • Marketing Consultant at EPIC Retirement Plan Services
    C. C.
    Marketing Consultant
    Mobile Phone
    Oct 18, 2024
  • Administrative Assistant at EPIC Retirement Plan Services
    D. L.
    Administrative Assistant
    Mobile Phone
    Oct 23, 2024
  • Accountant at EPIC Retirement Plan Services
    D. M.
    Accountant
    Mobile Phone
    Oct 23, 2024
  • Member at EPIC Retirement Plan Services
    I. G.
    Member
    Mobile Phone
    Oct 17, 2024
  • Receptionist at EPIC Retirement Plan Services
    J. C.
    Receptionist
    Mobile Phone
    Oct 17, 2024
  • Service Areas at EPIC Retirement Plan Services
    J. A.
    Service Areas
    Mobile Phone
    Oct 23, 2024
  • Information Services Support Specialist at EPIC Retirement Plan Services
    L. F.
    Information Services Support Specialist
    Mobile Phone
    Oct 16, 2024
  • Client Associate at EPIC Retirement Plan Services
    L. T.
    Client Associate
    Mobile Phone
    Oct 22, 2024
  • Distributions Supervisor at EPIC Retirement Plan Services
    M. K.
    Distributions Supervisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is EPIC Retirement Plan Services known for?

Minus sign iconPlus sign iconEPIC Retirement Plan Services was founded in 1993 and operates in the Financial Services industry. You can contact EPIC Retirement Plan Services's main corporate office by phone at
+1-585-232-****
. Explore EPIC Retirement Plan Services's company overview page for more information.

What is EPIC Retirement Plan Services's most common email format?

Minus sign iconPlus sign iconEPIC Retirement Plan Services employees' email format typically follows the pattern of FLast@epic1st.com. Trying to find reliable and up-to-date employee contact data? Find more EPIC Retirement Plan Services email formats with LeadIQ.

How many employees does EPIC Retirement Plan Services have currently?

Minus sign iconPlus sign iconEPIC Retirement Plan Services has approximately 183 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are EPIC Retirement Plan Services's key employees and leadership?

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As of August 2026, EPIC Retirement Plan Services's key employees include:

  • Chief Financial Officer: M. M.
  • Vice President & Treasurer: J. B.
  • Vice President Of Information Services: M. A.
  • Partner: T. M.
  • Executive Vice President: J. G.

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