EPIC Retirement Plan Services Employee Directory

Q: What is EPIC Retirement Plan Services known for?

EPIC Retirement Plan Services was founded in 1993. EPIC Retirement Plan Services operates in the Financial Services industry.

Financial ServicesNew York, United States51-200 Employees

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

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

EPIC Retirement Plan Services Global Highlights

North America
232

United States Of America
232

EPIC Retirement Plan Services's Leadership

M. M.
Chief Financial Officer
Mobile Phone
Email
B. A.
Vice President - Investments
Mobile Phone
Email
J. B.
Vice President & Treasurer
Mobile Phone
Email
M. A.
Vice President Of Information Services
Mobile Phone
Email
M. M.
President
Mobile Phone
Email
J. G.
Co-Founder
Mobile Phone
Email
C. E.
Owner
Mobile Phone
Email
K. W.
Owner
Mobile Phone
Email

EPIC Retirement Plan Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Finance
Program & Project Management
Support
Other

Contact profiles from EPIC Retirement Plan Services

Name

Title

Contact Info

Location

Last Update

A. S.
Relationship Manager
Mobile Phone
Email
United StatesIowa
Sep 10, 2025
C. V.
Conversion Project Manager
Mobile Phone
Email
United StatesMaine
Nov 20, 2025
D. S.
Operations Team Lead
Mobile Phone
Email
United StatesMissouri
Nov 17, 2025
L. D.
Operations Team Lead
Mobile Phone
Email
United StatesNew York
Oct 26, 2025
M. M.
Call Center Manager
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
M. S.
Operations Manager
Mobile Phone
Email
United StatesMissouri
Oct 24, 2025
A. H.
Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025
D. B.
Human Resources Manager
Mobile Phone
Email
United StatesNew York
Nov 19, 2025
J. N.
Service Delivery Manager
Mobile Phone
Email
United StatesColorado
Oct 24, 2025
R. W.
Test Lead
Mobile Phone
Email
United StatesNew York
Oct 20, 2025

Frequently Asked Questions

What is EPIC Retirement Plan Services known for?

EPIC Retirement Plan Services was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 150 State Street Suite 200 Rochester, New York 14614 United States; you can contact the 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?

EPIC Retirement Plan Services employees' email format typically follows the pattern of . 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?

EPIC Retirement Plan Services has approximately 176 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Chief Financial Officer: M. M.
Vice President - Investments: B. A.
Vice President & Treasurer: J. B.
Vice President Of Information Services: M. A.
President: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking