EPIC Retirement Plan Services Revenue and Competitors
Estimated Revenue & Valuation
- EPIC Retirement Plan Services's estimated annual revenue is currently $48.5M per year.
- EPIC Retirement Plan Services's estimated revenue per employee is $231,000
Employee Data
- EPIC Retirement Plan Services has 210 Employees.
- EPIC Retirement Plan Services grew their employee count by 9% last year.
EPIC Retirement Plan Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP, Business Integration | Reveal Email/Phone |
2 | Director Retirement Plan Consulting | Reveal Email/Phone |
3 | Director Operations | Reveal Email/Phone |
4 | Senior Director Technology | Reveal Email/Phone |
5 | Director Finance | Reveal Email/Phone |
6 | Director Client Services | Reveal Email/Phone |
7 | Director Sales & Strategic Partnerships | Reveal Email/Phone |
8 | Director Retirement Plan Consulting | Reveal Email/Phone |
9 | Director DC Services - Portland Office | Reveal Email/Phone |
10 | Technical Plan Services Manager | Reveal Email/Phone |
EPIC Retirement Plan Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3258.9M | 17906 | 6% | N/A | N/A |
#2 | $2750.4M | 9355 | 3% | N/A | N/A |
What Is EPIC Retirement Plan Services?
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.
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Total Funding
210
Number of Employees
$48.5M
Revenue (est)
9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
EPIC Retirement Plan Services News
EPIC Retirement Plan Services, based in Rochester, NY, is a national benefits administration firm. NBT Insurance Agency, LLC,...
The company also operates EPIC Retirement Plan Services, a Rochesterbased benefits-administration firm, and NBT Insurance Agency, LLC,...
EPIC Retirement Plan Services, based in Rochester, NY, is a full-service retirement plan administration and recordkeeping firm.
Other Companies in Rochester
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $27.7M | 210 | N/A | N/A |
#2 | $42M | 212 | 2% | N/A |
#3 | $23.3M | 212 | 17% | N/A |
#4 | $1.7M | 214 | 67% | N/A |
#5 | $49.4M | 214 | 1% | N/A |