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EPIC Retirement Plan Services
150 State Street, Rochester, New York, United States
About the EPIC Retirement Plan Services
EPIC Retirement Plan Services is a leading financial institution located at 150 State Street in Rochester, New York, United States. Specializing in retirement planning services, EPIC offers expert advice and personalized solutions to help individuals and businesses secure their financial futures. With a team of experienced professionals and a commitment to excellence, EPIC Retirement Plan Services is dedicated to providing top-notch service and support to clients seeking to build and manage their retirement savings effectively. Trust EPIC to guide you towards a secure and prosperous retirement.
Photos of EPIC Retirement Plan Services
150 State St #200, Rochester, NY 14614, United States
Opening hours of EPIC Retirement Plan Services
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of EPIC Retirement Plan Services
"Horrible. Hidden fees, poor communication, most employees need to take a customer service class. Wish it had worked out - gave them multiple opportunities but continued to let me down. Very disappointed and sad over this."
"Would not transfer directly to rollover custodian. Then charged $30 to close account and another $30 for "trustee to trustee transfer" even though they mailed check to me."
"Sometimes I wonder if this is a real company or someone running services out of their garage. I've emailed them several times, and I received responses initially within 48 hours. Cool, it's to be expected. I've now been waiting on a response for a week. This morning I logged into my 401k account without issues. This afternoon, on my first attempt, it locked me out. I had no failed attempts between this morning and this afternoon. I called, and after waiting on hold for quite some time my call was answered. To verify my identity, they started asking questions about my relatives. When I told them I wasn't answering questions, they said if I didn't answer they wouldn't unlock my account. I'm not the only employee that has had issues with Go-Retire. It seems like such a big step down from our previous 2 401(k) providers."
"Pension and 401(k) services are incredibly important to employee satisfaction and employer well being. EPIC does a great job making sure that their 401(k) and profit sharing plan run at top speed and that they are on top of any recent gov't regulation changes and industry knowledge! The price is also great."
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