Acquisition Opportunity EPIC Retirement Services Consulting was acquired by Hub International, suggesting an opportunity to engage Hub’s broader client base who may require continued independent 401(k) and pension guidance, fiduciary support, or advisory services for Plan Sponsors.

Scale Gap With a small team (0-1 employees) and revenue in the low seven figures, there may be a need for scaled solutions, service expansion, or partnerships to handle larger client mandates and ongoing fiduciary oversight.

Legacy Market Specialization in 401(k) and pension plans positions EPIC to cross-sell to mid-market plan sponsors seeking unbiased, single-source consulting, education for participants, and fiduciary support enhanced by LPL Financial affiliation.

Technology Enablement Current tech stack includes web and security tools (Mimecast, Apache, Nginx, Google Tag Manager) suggesting opportunities to upsell modernized client reporting portals, compliance automation, and digital participant education experiences.

Growth Readiness Revenue range indicates growth potential; engaging with larger advisory firms or carriers via partnerships could unlock scale in assets under management, expanded plan sponsorship services, and expanded distribution channels.