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EPIC Retirement Services Consulting, LLC Employee Directory

Financial ServicesNew York, United States0-1 Employees

EPIC Retirement Services Consulting, LLC is an independent investment consulting firm focused on 401(k) plans and pension arrangements. Based in New York City, it serves Plan Sponsors with independent, multi-faceted guidance and objective support. A team of specialists with more than five decades of combined experience leads the firm, helping address fiduciary responsibilities and educating employees through participant guidance.

The company operates within the financial services industry and provides independent 401(k) and pension guidance to Plan Sponsors. Securities and advisory services are offered through LPL Financial, a registered investment adviser. In 2019, Hub International Limited acquired the assets of EPIC Retirement Services Consulting LLC.

Find EPIC Retirement Services Consulting, LLC employees' phone numbers or email addresses

EPIC Retirement Services Consulting, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

EPIC Retirement Services Consulting, LLC's Leadership

  • Stylized image of a person
    J. O.
    Phone icon
    Mobile Phone

EPIC Retirement Services Consulting, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from EPIC Retirement Services Consulting, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. O.
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 23, 2024

Frequently Asked Questions

What is EPIC Retirement Services Consulting, LLC known for?

Minus sign iconPlus sign iconEPIC Retirement Services Consulting, LLC operates in the Financial Services industry. The company's main headquarters is located in 303 Fifth Avenue Suite 703 New York, New York 10016 United States; you can contact the main corporate office by phone at
+1-212-532-****
. Explore EPIC Retirement Services Consulting, LLC's company overview page for more information.

What is EPIC Retirement Services Consulting, LLC's most common email format?

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

How many employees does EPIC Retirement Services Consulting, LLC have currently?

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

Who are EPIC Retirement Services Consulting, LLC's key employees and leadership?

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As of February 2026, EPIC Retirement Services Consulting, LLC's key employees include:

  • : J. O.

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