Fintech Integration Marketplace

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Epic Retirement Plan Services

EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC’s open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients’ success.

Epic Retirement Plan
  • Provide recordkeeping and administrative support for the Banks & Trust Institutional Services retirement plan practices
  • EPIC Solutions for Advisors
  • Solutions for TPAs
  • Plan Administration and Recordkeeping Services
  • Investment Advisory Services
  • Integrated Payroll Services
  • Actuarial and Consulting Services
  • Participant Education
  • Plan Installation
  • Health Savings Account
Epic Retirement Plan

Companies that integrate with EPIC Retirement Plan Services

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Fi360
Fi360 | Broadridge
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Epic Retirement Plan

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.