EPIC Retirement Plan Services
金融服务
Rochester，New York 1,750 位关注者
At EPIC RPS, your success is more than just our business. It's our passion.
关于我们
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.
- 网站
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https://www.epicrps.com
EPIC Retirement Plan Services的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Rochester，New York
- 类型
- 上市公司
- 创立
- 1993
- 领域
- 401(k) Recordkeeping、Retirement Plan Administration、Retirement Plan Consulting、Defined Contribution、Defined Benefit、Cash Balance和Actuarial Services
地点
EPIC Retirement Plan Services员工
动态
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Retirement plan decision-makers face shifting markets, evolving workforces, and new regulations in 2025. Is your workplace retirement plan positioned for success? Explore key trends shaping the future. #RetirementPlan #401k #Investing https://lnkd.in/gZ2FpwJv
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Want a stronger retirement plan for your team? Here are 4 key strategies: Auto-Enroll: Start saving without thinking. Auto-Escalate: Increase savings over time. Employer Match: Incentivize your team and get a tax deduction. Financial Education: Learn to manage money wisely. https://lnkd.in/gK7PKfdb
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Big changes are coming to retirement plans in 2025. Workers 60-63 can save more, automatic 401(k) enrollment is growing, and new IRA rules are here. Are you ready? Learn more. https://lnkd.in/gmKQdgZ2
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What are alternative investments in a 401(k) plan? Many employers worry about risks and costs. But new rules might change this. Stay informed and ask about these options. https://lnkd.in/g_DhCH6P
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While AI offers quick, data-driven insights, experts recommend a hybrid approach—combining AI tools with human financial advisors for major decisions. This strategy helps increase personalized guidance and mitigates potential risks associated with relying solely on technology. https://lnkd.in/gWatgJxS