Epic Retirement Plan Services

About Epic Retirement Plan Services

<p>Retirement plan administration and recordkeeping are the core of Epic Retirement Plan Services (Epic RPS), a third-party administrator that also performs fiduciary audits, compliance work, and plan design support. Founded in 1993, the firm works with plan sponsors across all 50 states.</p> <p>Epic RPS is headquartered in Rochester in New York’s Finger Lakes region, with additional offices in the Greater St. Louis area, the Peoria area of central Illinois, and Portland on Maine’s southern coast. The company has about 300 employees and reports 9,500 clients and $37.0B in assets under management (2026).</p> <p>A practical differentiator is its open-architecture approach and proprietary GoRetire technology, which provides online access and mobile applications for plan activity and participant use. Epic RPS also works with banks, trust companies, investment advisors, and other TPAs, and provides compliance calendars, webinars, and other educational materials for partners, plan sponsors, and participants.</p> <p>Organizations comparing <a href="/retirement-plans">retirement plan providers</a> often look at platform flexibility, audit support, and the day-to-day administration team behind the plan.</p> <ul> <li>Recordkeeping services for employer-sponsored retirement plans</li> <li>Fiduciary audit support</li> <li>Compliance testing and ongoing plan administration</li> <li>Plan design and plan change consulting</li> <li>GoRetire online portal and mobile access</li> </ul>

Website: http://www.epicrps.com/

Founded: 1993

Employees: 300