Epic Advisors

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150 State St Ste 200
Rochester, NY 14614
+1 (585) 232-9060
http://www.epic1st.com
EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant account access. The company also offers recordkeeping services for business retirement, profit sharing, new comparability, money purchase, stock option and nonqualified plans. Its services also include asset distribution, funds transfers, plan sponsor reporting, payment calculations, plan conversions and investment reporting. The company also provides Web access for plan sponsors and financial consultants. Its clients include corporations, unions, government units and nonprofits organizations. EPIC Advisors, founded in 1993, is a subsidiary of NBT Financial Services. Its office is located in Rochester, N.Y.

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5.01 reviews
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Kenny H.
4/13/2010

The best 401k record keeper and administrator in NY. They do a lot~ 401(k) Administration and plan document strategies such as cross-tested, age weighted, safe harbor 401(k), Cash Balance, Money...

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