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EPIC Advisors Now Offers Investment Management

EPIC Advisors, Inc. announced it will now offer retirement plan investment management services as part of its suite of retirement plan products.
Reported by Alison Cooke

Investment advisory and management services are provided through the trust powers of EPIC’s parent company, NBT Bancorp, whose Trust and Investment Division acts as co-fiduciary and partner to the plan sponsor.

The addition of a prudent investment identification, selection, monitoring, and reporting process to Rochester-based EPIC’s full-service 401(k) recordkeeping and administration services will provide local employers with a single source solution for all of their company retirement plan needs, EPIC announced.

EPIC’s program also delivers online participant investment advice, ongoing educational services, and extensive plan sponsor reporting. EPIC currently serves clients in 29 states comprising over 810 retirement plans with $2.2 billion in assets.