Boutique Expertise Epler's long standing focus on pension plan and 401(k) recordkeeping, retiree medical studies, and total rewards strategy makes it attractive to mid size firms seeking specialized benefits advisory and plan administration.

Mid Market Opportunity There is an opportunity to scale by partnering with payroll providers and HR tech firms to upsell total rewards audits and executive compensation services to similar mid size employers.

Total Rewards Growth Expanding offerings into executive deferred compensation, salary surveys and total rewards statements can deepen client relationships and increase revenue per client.

Competitive Niche Position as a trusted long standing benefits advisor in contrast to large national players, enabling deeper client relationships and higher retention in benefits consulting.

San Diego Hub Headquartered in San Diego with nationwide service capability, enabling scalable remote delivery of pension, 401(k) administration, retiree medical studies and total rewards projects across the United States.