Our mission is to build and preserve employee wealth for retirement by providing you with the tools and knowledge needed to make good decisions. Recent legal challenges and regulatory changes place great burdens on employers. Plan design, investment management, administration, and participant communication and advice require objective guidance. Epoch provides a single, clear point of responsibility and fiduciary service for our clients, along with greater efficiency and accountability.
Our focus within the retirement plan marketplace, and our conflict-free structure, enable us to serve as a trusted partner for our clients. Successful retirement plans don’t happen by chance — they are the result of thoughtful employers making informed decisions.