Epic Retirement Plan Services is a firm that provides administrative support, actuarial services, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, New York, and Missouri (although they are present in other states as well).
Most Epic Retirement Plan Services clients are outpatient health care practitioners and facilities, hospitals, other residential care facilities, individual and family services, and vocational rehabilitation services with revenues ranging from $18 million to $161 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Selfhelp Community Services | 501(c)(3) | New York, NY | ||
| 2 | The Child Center of Ny | 501(c)(3) | Forest Hills, NY | ||
| 3 | Indiana Donor Network | 501(c)(3) | Indianapolis, IN | ||
| 4 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 5 | Occupational Training Center of Burlington County (OTC) | 501(c)(3) | Burlington, NJ | ||
| 6 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 7 | Venture Together | 501(c)(3) | Nanuet, NY | ||
| 8 | CLM Center for Life Management | 501(c)(3) | Derry, NH | ||
| 9 | International Spy Museum | 501(c)(3) | Washington, DC | ||
| 10 | Whitfield School | 501(c)(3) | Saint Louis, MO | ||
| ... | and 40 more Epic Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Epic Retirement Plan Services in the nonprofit sector include Minnesota Life Insurance Company, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Matrix Trust Company, Sei Investments, Newport Group, Inc., Newport Group, Capfinancial Partners, LLC, Transamerica Retirement Solutions, and JP Morgan Chase.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.