EPIC Advisors Competitors, Revenue, Alternatives and Pricing

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Rochester, NY USA
Total Funding:N/A
Lead Investor(s):N/A

Employee Data

  • EPIC Advisors has 130 Employees.(?)
  • EPIC Advisors currently has 1 job openings.

EPIC Advisors, Inc. was established in Upstate New York in 1993. Since that time EPIC has gained a national reputation as a leader in providing custom 401(k) retirement plan programs. As a full-service recordkeeping firm, EPIC specializes in participant-directed plans, primarily using daily valuation recordkeeping. Four principals own and manage the company. James M. Genthner, the founder of EPIC, oversees the implementation, accuracy and control of the processes. Kathleen A. Wright manages the direct market clients. Theresa B. Mazzullo is responsible for managing the company, as well as for marketing. Robert F. Judd manages sales and product development related activities for the company. Whether you're an employer seeking a solution to your retirement plan need, or a financial institution looking for an outsource program, EPIC has all the tools you need to make your program work. Today, EPIC serves over 175 individual businesses and institutional partners in 31 states.