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Epic Advisors, Inc
       
 
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Epic Advisors, Inc
 
 
Mission statement: 

EPIC's Mission is to Create, Innovate and Deliver...

* Extraordinary customer satisfaction every day using technology and education to deliver retirement plan solutions to the markets we serve,
* A network of committed business partners who work together to achieve customer satisfaction and profitable growth,
* Teams who have a strong work ethic and who have a deep respect for each other, their customers and their community,
* A company that focuses on each employee by providing him/her with continuous education, career opportunities and financial rewards, and
* A company that operates on a sound financial basis of profitability and ever-increasing value.
Overview: 

EPIC is personally and passionately committed to your retirement plan success.

You’ll find the most comprehensive, cost-effective services in the participant-directed retirement plan market here. But it’s how we work that makes all the difference. First, you get your own dedicated relationship manager and client-service team. Then, we partner with you to design and carry out a customized program to generate new revenue, reduce costs, ease administrative challenges, and, most importantly, help your clients secure their future.

At EPIC, your success is more than our business. It's our passion.
History: 

Located in upstate New York, EPIC Advisors is a national leader in providing comprehensive retirement plan services and solutions. EPIC specializes in participant-directed plans, primarily using daily valuation recordkeeping.

EPIC Advisors, Inc. was founded in 1993 by James M. Genthner. Today, EPIC is a wholly owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp, Inc. (NASDAQ: NBTB). The company is managed by Robert F. Judd, President, and James M. Genthner, who serves as Executive Vice President. Both executives bring to EPIC significant experience in developing, managing, promoting and administering qualified retirement plan programs.
EPIC serves as recordkeeper for over 820 retirement plans with $2.5 billion in recordkeeping assets, and supports individual employer-sponsored plans and financial consultant partners in some 29 states.

EPIC continues to be recognized by PLANSPONSOR magazine as providing best-in-class services to participants and plan sponsors, and our clients continue to give EPIC high marks in terms of overall satisfaction. When asked on our 2007 Client Satisfaction Survey how EPIC is performing our clients say:
"Consistently high quality service."

"Has been consistently good."

"It has always been high quality."

"It's been great consistently."

"My EPIC team is great."


 
 
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