Building the right retirement plan for your employees – it’s a big responsibility. Epoch offers a breadth of fiduciary services at both the “plan and participant level”. Vendor management, selection and monitoring of investment options, plan design assistance, and risk management are key components of our offering to plan fiduciaries. Employee education, investment advice, and monthly and quarterly newsletters are services we provide employees.
The combination of our written commitment to serve as your fiduciary advisor and dedication to the highest standards of client service is a hallmark of our practice. We invite you to explore our suite of services in more detail by clicking on the link to Retirement Plan Consulting in the navigation bar to the left.