EPIC was founded in 1993 to provide comprehensive retirement plan services and solutions customized for the individual needs of retirement plan sponsors and investment advisors. After being brought on board by NBT Wealth Management in 2005 EPIC gained the financial resources to invest deeper in the development of custom technology solutions. To complement our suite of services ADS Benefits, a retirement and actuarial services firm, joined EPIC in 2016. Even greater expansion has come with the 2018 addition of RPS Benefits and the 2020 addition of ABG Retirement Plan Services to the EPIC team. Those firms now operate as the St. Louis and Peoria, IL offices of EPIC RPS. Today, the EPIC RPS family serves as a recordkeeper for over 222,000 participants in 3,700 retirement plans with $16.3 billion in assets in all 50 states.
EPIC continues to be recognized by PLANSPONSOR magazine as providing best-in-class services to participants and plan sponsors, and our clients consistently give us high marks in terms of overall satisfaction.