EPIC Retirement Plan Services

Ryan Fehrenbacher 

on Google

5 months ago

Tried roll a 403b and then spent the next year trying to find our money. It was not invested this entire time. Still dont have the money but fingers crossed it was atleast found. 

Kim L. 

on Google

11 months ago

Do not use this company. It took 2 months for my 401k to roll over. During this time, my money was completely unaccounted for. Even after sending a letter from the rollover company, it still didn't get to where it needed to go for another month. During this time there was no trail for where my was. It just showed a $0 balance in my account. 

Eric Johnson 

on Google

a year ago

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. 

L Wallace 

on Google

2 years ago

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. 

Billy Merfeld 

on Google

2 years ago

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 ident... read more