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Deals & People October 4, 2012
EPIC Advisors Hires Client Service Specialists
Brian Frazer and Colleen Peters have been hired as client
services specialists at EPIC Advisors Inc.
Reported by PLANADVISER staff
In their new roles, Frazer and Peters will deliver day–to-day recordkeeping and administrative services to EPIC’s retirement plan clients, including participant account maintenance, enrollment processing, reconciliation adjustments and statement preparation.
Frazer comes to EPIC from Paychex where he was a 401(k) client service specialist. Peters previously worked for The OMNI Group as a remittance specialist.
EPIC Advisors Inc. is a full-service 401(k) plan recordkeeping firm specializing in participant-directed plans using daily valuation recordkeeping, and serves financial institutions and small to midsize companies. EPIC’s client base spans 34 states and comprises over 1,400 retirement plans, more than 98,500 participants and $4.7 billion in recordkeeping assets.
More information about EPIC Advisors can be found at www.epic1st.com or www.401ktalk.com.