List of EPIC Retirement Plan Services Customers
Rochester, 14614, NY,
United States
Since 2010, our global team of researchers has been studying EPIC Retirement Plan Services customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased EPIC Retirement Plan Services for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using EPIC Retirement Plan Services for Retirement Recordkeeping include: Pentegra Retirement Services, a United States based Banking and Financial Services organisation with 260 employees and revenues of $32.0 million, Retirement Plan Advisors, a United States based Banking and Financial Services organisation with 120 employees and revenues of $8.0 million, Rebalance, a United States based Banking and Financial Services organisation with 18 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using EPIC Retirement Plan Services, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The EPIC Retirement Plan Services customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Pentegra Retirement Services | Banking and Financial Services | 260 | $32M | United States | EPIC Retirement Plan Services | EPIC Retirement Plan Services | Retirement Recordkeeping | 2021 | n/a |
In 2021, Pentegra Retirement Services announced an enterprise relationship with EPIC Retirement Plan Services to provide ERISA 3(16) fiduciary solutions delivered through EPIC Retirement Plan Services, a Retirement Recordkeeping platform. The agreement enables EPIC clients across the United States to outsource administrative fiduciary responsibilities to Pentegra while retaining EPIC as the recordkeeping provider.
Pentegra is deployed to pair 3(16) fiduciary services directly with EPIC's recordkeeping and administration modules, integrating fiduciary oversight into participant recordkeeping, plan administration workflows, and compliance processes. Functional capabilities referenced in the announcement include formalized fiduciary authority for administrative duties, coordination with plan administration functions, and governance controls aligned with recordkeeping operations.
Operationally the engagement positions Pentegra as the delegated ERISA 3(16) fiduciary for EPIC client plans across the United States, coupling Pentegra governance with EPIC Retirement Plan Services as the operational system of record. The implementation model focuses on outsourcing administrative fiduciary responsibilities while maintaining EPIC's administration modules for transaction processing and reporting.
Governance and process changes centralize ERISA 3(16) decision authority with Pentegra, reshaping sponsor delegations and operating procedures to reflect outsourced fiduciary administration. The announcement states this arrangement reduces sponsor workload and risk by shifting administrative fiduciary responsibilities to Pentegra.
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Rebalance | Banking and Financial Services | 18 | $6M | United States | EPIC Retirement Plan Services | EPIC Retirement Plan Services | Retirement Recordkeeping | 2020 | n/a |
In 2020 Rebalance announced a strategic partnership with EPIC Retirement Plan Services to deliver a low fee 401(k) platform for small businesses in the United States, using EPIC Retirement Plan Services as the core application for Retirement Recordkeeping. The announcement specifies that the solution leverages EPIC's national retirement recordkeeping platform to provide plan administration and participant services for small employer plans.
Implementation centered on deploying EPIC Retirement Plan Services' Retirement Recordkeeping capabilities, including plan administration, participant services and standard recordkeeping functions such as participant record maintenance, plan setup and regulatory reporting. Configuration emphasis described in the announcement targets low fee structures for small plan sponsors, and the platform usage is positioned to support ongoing administration and participant communications typical of retirement recordkeeping deployments.
Operational scope in the announcement covers small businesses across the United States and identifies HR and benefits administration as primary business functions impacted by the engagement. The public release frames the partnership as a go to market alignment to expand access to employer sponsored retirement plans, and it explicitly cites targeted reductions in participant fees of up to 50 percent and broader access to retirement plans as primary outcomes.
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Retirement Plan Advisors | Banking and Financial Services | 120 | $8M | United States | EPIC Retirement Plan Services | EPIC Retirement Plan Services | Retirement Recordkeeping | 2022 | n/a |
In 2022, Retirement Plan Advisors integrated its PortfolioPlus managed-account solution with EPIC Retirement Plan Services, using EPIC's national recordkeeping platform in the United States. The integration connects PortfolioPlus to EPIC Retirement Plan Services to deliver advisor-managed accounts and participant-level personalization within the Retirement Recordkeeping environment.
The implementation emphasizes managed-account administration and participant profile synchronization, combining advisor model mapping, participant holdings attribution, and individualized plan-level personalization. EPIC Retirement Plan Services serves as the central recordkeeping layer for account maintenance, transaction processing, and participant reporting, while PortfolioPlus provides advisor-managed investment overlays and attribution at the participant level.
Operational coverage focuses on plan participants and advisor workflows across Retirement Plan Advisors client plans in the United States, impacting plan administration, investment management, and participant services. Governance elements inferred from the integration announcement include data reconciliation and account linkage workflows between PortfolioPlus and EPIC, advisor authorization and order routing for managed accounts, and recordkeeping controls aligned to Retirement Recordkeeping operational norms.
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Buyer Intent: Companies Evaluating EPIC Retirement Plan Services
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