Recent Commentaries

News/Recognition

Posted on: 2010-08-05

Eva Kalivas - 2008 Institutional Investor - 20 Rising Stars Retirement Plan Advisor

EPIC's Quarterly Participant Newsletter - 1st Q 2010

Posted on: 2010-04-28

EPIC Retirement Services Consulting

Updated on: 2010-02-02

Full service employee benefits and investment consulting firm, delivering cost effective solutions that are custom tailored to unique concerns of the mid-market. Services offered separately or in total include:

Investment Advisory Representatives of NRP Financial, Inc.
On-going Participant Communication and Education
Investment Management / Performance Monitoring
DOL Regulatory Compliance
Participant Call-in Center
Full Service Brokerage
Plan Design
Investment Review
Administration*
Actuarial*

Profile:

Established by the realization that the mid-market is underserved by truly independent yet cost effective firms. EPIC was created to satisfy the demands of the "second generation" qualified retirement plan client who requires single source, yet multifaceted consultative expertise combined with objectivity and maximum service. While others strive to commoditize their services, we put substance behind the industry buzzwords of customization, flexibility and service.

Differentiating Characteristics:

No internal products, thus ensuring total objectivity and unbiased advice.

We are problem-solving consultants, not product salesmen. This is our role and exclusive business, not a sidelight.

Our extensive internal and/or external resources may address any client need in the most cost effective manner.

All aspects geared towards the predominant objective of the mid-market: receiving all of the services usually reserved only for the Fortune 500, but with minimal time involvement and at minimal cost.

Mission

Our vision is to become the preeminent provider of benefit consulting services to the mid-market, delivering top quality, cost effective solutions coupled with unparalleled ongoing servicing.

Our mission and commitment to our clients is to provide our services with

Excellence - Principle - Integrity - Care

*Services provided by third party vendors.

Securities and Investment Advisory Services offered through NRP Financial, Inc. Member FINRA/SIPC www.nrpfinancial.com
Advisory Services provided by NRP Advisors, Inc. www.n-r-p.com