KS
Karis Schwent
Senior Retirement Plan Consultant at Epic Retirement Plan Services
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Work Experience
Senior Retirement Plan Consultant
Jan 2013 - Present · 11 years and 11 months
Manager
Jun 2009 - Dec 2012 · 3 years and 6 months
Company Details
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.
Year Founded
1993
Social Media
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Industry
Financial Services
HQ Location
150 State St. Suite 200 Rochester, New York 14614, US
Keywords
401(k) RecordkeepingRetirement Plan AdministratioRetirement Plan ConsultingDefined ContributioDefined BenefitCash BalanceActuarial Services
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