Company Information

Get to know EPIC Retirement Services Consulting, LLC

EPIC Retirement Services Consulting, LLC operates as an independent and objective retirement plan consulting firm dedicated to helping organizations and their employees achieve successful retirement outcomes. Acquired by NFP in 2017, the firm acts as a co-fiduciary, providing services that include plan design, investment selection and monitoring, vendor management, fiduciary governance, and employee education. Their mission is to deliver customized, conflict-free advice and support to retirement plan sponsors, ensuring plans are managed effectively, compliantly, and in the best interest of the participants.

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Financial Other Service

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EPIC Retirement Services Consulting, LLC

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.