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EPIC Retirement Plan Services Employee Directory

Financial ServicesNew York, United States51-200 Employees

EPIC Retirement Plan Services provides retirement plan consulting and recordkeeping for banks, trust companies, investment advisors, and third-party administrators, operating on an open-architecture platform. Dedicated relationship managers and client-services teams support each client with a custom-fit solution and responsive service. With deep industry experience and technology, the firm aims to help clients grow their retirement business over time. Based in Rochester, New York, the company is a mid-sized player within financial services focused on retirement solutions.

Find EPIC Retirement Plan Services employees' phone numbers or email addresses

EPIC Retirement Plan Services Global Highlights

Location
Employees

North America
212

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  • United States Of America
    212

EPIC Retirement Plan Services's Leadership

  • Stylized image of a person
    M. M.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Vice President & Treasurer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    Vice President Of Information Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Partner
    Phone icon
    Mobile Phone

EPIC Retirement Plan Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Finance
  • Program & Project Management
  • Support
  • Other
  • Legal

Contact profiles from EPIC Retirement Plan Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Senior Manager Of Consulting And Risk Management
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 25, 2026
  • Stylized image of a person
    D. B.
    Sr Client Service Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 01, 2026
  • Stylized image of a person
    P. B.
    Senior Client Service Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    B. F.
    Conversion Project Manager
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 14, 2026
  • Stylized image of a person
    A. S.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesIowa
    Feb 18, 2026
  • Stylized image of a person
    C. V.
    Conversion Project Manager
    Phone icon
    Mobile Phone
    United StatesMaine
    May 29, 2026
  • Stylized image of a person
    D. S.
    Operations Team Lead
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 16, 2026
  • Stylized image of a person
    M. M.
    Call Center Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 21, 2025
  • Stylized image of a person
    D. B.
    Human Resources Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    R. W.
    Test Lead
    Phone icon
    Mobile Phone
    United StatesNew York
    May 29, 2026

Frequently Asked Questions

What is EPIC Retirement Plan Services known for?

Minus sign iconPlus sign iconEPIC Retirement Plan Services was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 150 State Street Suite 200 Rochester, New York 14614 United States; you can contact the main corporate office by phone at
+1-585-232-****
. Explore EPIC Retirement Plan Services's company overview page for more information.

What is EPIC Retirement Plan Services's most common email format?

Minus sign iconPlus sign iconEPIC Retirement Plan Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EPIC Retirement Plan Services email formats with LeadIQ.

How many employees does EPIC Retirement Plan Services have currently?

Minus sign iconPlus sign iconEPIC Retirement Plan Services has approximately 182 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are EPIC Retirement Plan Services's key employees and leadership?

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As of June 2026, EPIC Retirement Plan Services's key employees include:

  • Chief Financial Officer: M. M.
  • Vice President & Treasurer: J. B.
  • Vice President Of Information Services: M. A.
  • President: M. M.
  • Co-Founder: J. G.

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