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 * About
   Our Team Our History Our Blog
 * Solutions
   For Banks & Trust Companies For Investment Advisors For Third Party
   Administrators Defined Benefit & Actuarial MyHSA Smart(k)
 * Resources
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   * Solution Overviews
   * Marketing Materials
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   * Proposal, Design & New Plan Requests
   * EPIC Insight Webinars
   * Advisor Connect
   Plan Sponsor Resources
   * Plan Sponsor Newsletters
   * Go-Retire Website Tutorials
   * Online Deferral Change Authorization
   * Plan Amendment Service Request
   * ALERTs
   Participant Resources
   * Retirement Education Center
   * Participant Newsletters
   * Financial Calculators
   * Go-Retire Website Tutorials
   * Mobile Apps
 * 
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 * Careers

Committed to

Your Retirement Success

Comprehensive

Retirement Solutions

Our Passion.

Your Success.

MyHSA
MyHSA is a different kind of HSA, it's a better HSA. MyHSA is designed for the
long term while making it easy for participants to access their money to pay for
medical expenses.
Consultant Overview
MyHSA.com
GoRetire: Technology Showcase
Take a quick look at GoRetire: it offers participants convenient and secure
access to the entire suite of online account information, features, and
transactions related to their retirement plan.
Check it out
2022 Compliance Calendar
For quick reference, we have prepared a 2022 Compliance Calendar to remind plan
administrators of key dates surrounding the annual plan compliance process.



Download a Copy
Advisor Connect
This Quarter: Auto-Enrollment and Auto-Escalation
Advisor Connect delivers insights and actionable ideas to drive plan growth and
encourage dialogue with your clients. Each piece shares a retirement plan topic,
reveals market opportunities, and is accompanied by a written article to
showcase key points and takeaways.
Watch Video

Personalized Investment Service for Participants
StoryLine personalizes investing, capturing what is unique about each
participating employee.

Check it out (video)
MyHSA
MyHSA is a different kind of HSA, it's a better HSA. MyHSA is designed for the
long term while making it easy for participants to access their money to pay for
medical expenses.
Consultant Overview
MyHSA.com
GoRetire: Technology Showcase
Take a quick look at GoRetire: it offers participants convenient and secure
access to the entire suite of online account information, features, and
transactions related to their retirement plan.
Check it out
2022 Compliance Calendar
For quick reference, we have prepared a 2022 Compliance Calendar to remind plan
administrators of key dates surrounding the annual plan compliance process.



Download a Copy
Advisor Connect
This Quarter: Auto-Enrollment and Auto-Escalation
Advisor Connect delivers insights and actionable ideas to drive plan growth and
encourage dialogue with your clients. Each piece shares a retirement plan topic,
reveals market opportunities, and is accompanied by a written article to
showcase key points and takeaways.
Watch Video

Personalized Investment Service for Participants
StoryLine personalizes investing, capturing what is unique about each
participating employee.

Check it out (video)

EPIC RPS is personally committed to your retirement plan success.

We have a team of more than 250 highly-qualified retirement plan professionals
who are dedicated to our partners, plan sponsors and plan participants. Our
experienced team members deliver "Raving Fan" service, client focused processes,
and plan design and administration expertise.

At EPIC RPS, your success is more than just our business. It's our passion.

Banks & Trust Companies

We've been partnering with banks and trust companies nation-wide for over 25
years to provide recordkeeping and administrative support for their retirement
plan practices.

Investment Advisors

You're the trusted advisor to your client. Everything we do to help enhance your
retirement plan business centers on that guiding philosophy.

Third Party Administrators

We have the flexibility and expertise to work with your service model, rather
than forcing you into a one-size-fits-all solution.

Actuarial Services

We provide the comprehensive consulting services and resources you need to
broaden and differentiate your practice in the defined benefit space.

GoRetire Technology
Own Your Retirement in the Palm of Your Hand

Our proprietary GoRetire technology allows you to access your retirement plan at
home or on the go via device responsive web and mobile applications. Regular
updates to our innovative technology ensure that you have a cutting edge
experience at your fingertips.

More Info  Get the iOS app Get the Android app

The Branded Advantage

Leverage our technology and deep expertise in delivering private labeled
solutions to build your retirement practice.

EPIC RPS offers everything you need to attract and retain retirement plans using
the brand that matters...yours.
At EPIC, our passion is your success.

Check it out...

EPIC RPS is working passionately to help America retire. We currently serve:

6,300
Plans



$26 Billion
In Assets



315,000
Participants

 * Rochester Office
 * 150 State Street, Ste 200
 * Rochester, NY 14614
 * 585 232-9060
   

 * St. Louis Office
 * 1610 Des Peres Road, Suite 203
 * St. Louis, MO 63131
 * 314 721-8050
   

 * Peoria Office
 * 456 Fulton Street, Ste 345
 * Peoria, IL 61602
 * 309 671-4200
   

 * Portland Office
 * 5 Widgery Wharf, 2nd floor
 * Portland, ME 04101
 * 207 879-9200
   

Contact Us:
help@go-retire.com

 

Copyright ©2022 EPIC Retirement Plan Services | Privacy Policy | Website
Accessibility Statement

×


PRIVACY NOTICE FOR CUSTOMERS

EPIC RPS takes your privacy seriously and protects your personal information
from unauthorized access and use. We use security measures that comply with
federal law.


ONLINE PRIVACY PRACTICES WHILE USING OUR SERVICES

Last updated: October 10, 2018. Our Online Privacy Practices explain how we
collect, share, use, and protect information when you visit or use this website,
mobile applications, and/or any other online services offered by EPIC RPS and
subsidiaries of EPIC RPS that link to or reference these practices
(collectively, our "online services").


OUR ONLINE PRIVACY PRACTICES FOLLOW THESE GUIDING PRINCIPLES:

EPIC RPS’s online services are intended for account holders and site visitors
within the United States of America.


AGREEMENT WITH PRACTICES

By using our website or other EPIC RPS online services you are agreeing to our
Online Privacy Practices and providing consent for our use and disclosure of
information about you in the manner described in these practices.


COLLECTION AND USAGE OF INFORMATION


COLLECTED INFORMATION

When you visit or use our online services, we may gather personal information
from or about you to help improve how we serve you. This information could
include information you provide to enroll or use a service such as your name,
email address, social security number, mailing address, phone number(s), account
numbers, user name and password. To monitor and support connectivity to our
online services, we may also gather additional information about you such as
your physical location, the type of device, browser, and operating system you
are using and your IP address and information about the site you came from, the
parts of our online services you access, and the site you visit next.

EPIC RPS or our third-party partners may choose to use cookies, web beacons, or
other technologies to collect information and learn from your visit and/or use
of our online services. We may later couple the information we collect about you
online with personal information about you.


USE OF INFORMATION

The information described above may be used by EPIC RPS in several ways to help
us improve your experience using our online services and better serve your needs
including, but not limited to:

Processing requested transactions, account actions, or applications;Positively
confirming your personal identity; Supporting fraud prevention and security
measures; Completing customer-initiated service and communication requests;
Analyzing use of our online services and the performance of those services,
which may include your engagement and response to digital marketing campaigns;
Delivering personalized information and marketing messages; Improving the
products, services, and resources we provide to our customers and site visitors
and the internal procedures and operations that support them; and Upholding all
legal, industry-mandated, and contractual requirements.

Anonymous data may also be collected for aggregation and support of business
needs where permissible under applicable laws and regulations.


HOW WE COLLECT INFORMATION

We, or our service providers and other companies we work with, may deploy and
use cookies and other tracking technologies for various purposes to support your
engagement with us.


COOKIES

Cookies are small pieces of data stored on your device when you visit a website
to help a provider, such as EPIC RPS, track your activity and areas of interest.
This information could be used to personalize or enhance your experience on the
website or to inform you of relevant products, services, or recommendations
through other methods of outreach. Cookies can be used for helping continue an
online session, fraud monitoring, and information security protection practices.

Certain services or tools available through our online services may be provided
and supported by a third-party, such as, but not limited to, social media
platforms. These tools and resources may carry cookies utilized by the
third-party. EPIC RPS encourages you to review privacy information on these
third-party sites to learn more about how the data is used and managed.

Many web browsers do allow you to adjust your browser settings to deny or delete
cookies, but doing so may negatively impact your experience using our online
services. Your rejection of the use of cookies needs to be managed on each
individual device and web browser you use.


IP ADDRESS

Your Internet Service Provider assigns your device a unique identification
number known as your IP Address. This number is then logged by websites to
identify you and your online activity and is a standard practice by many
websites. This information can and may be used to monitor how frequently you
visit a website, managing and troubleshooting connectivity issues, enhancing
your site visitation experience through personalized or localized content, for
security, advertising, site administration and other services.


DISCLOSURE OF INFORMATION

When permissible under relevant laws and regulations, EPIC RPS may share the
information we collect about you with our third-party vendors, service providers
and affiliates. Examples of such sharing include, but may not be limited to:

EPIC RPS affiliated websites and businesses in an effort to bring you improved
products and services; Third parties or affiliates in connection with a
corporate transaction, such as a sale, consolidation or merger of EPIC RPS
businesses; Other third parties to comply with legal requirements such as the
demands of applicable subpoenas and court orders; to verify or enforce our terms
of use, our other rights, or other applicable policies; to address fraud,
security or technical issues; to respond to an emergency; or otherwise to
protect the rights, property or security of our customers or third parties; and
We may share anonymous or aggregated information with third parties to help
deliver products, services, and content which are tailored to the users of our
online services and for other purposes.


THIRD-PARTY WEBSITES

EPIC RPS may provide links to websites that are owned or operated by other
companies ("third-party websites") to help provide an expanded set of resources.
If you choose to visit a third-party website referred to on our site, you will
fall subject to the privacy and security practices of that site. We encourage
you to familiarize yourself with those terms of use before providing information
on that site.


ONLINE PRIVACY PROTECTION FOR CHILDREN

EPIC RPS’s online services are not directed to individuals under the age of
thirteen (13). We strongly encourage that these individuals do not provide
personal information through the website. EPIC RPS does not knowingly collect
information from children under 13 without parental consent. More information
regarding the Children's Online Privacy Protection Act (COPPA) can be obtained
by visiting the Federal Trade Commission website (https://www.ftc.gov/).


UPDATES TO OUR ONLINE PRIVACY PRACTICES

We may update our Online Privacy Practices as need arises. When updates are
made, we will let you know using means deemed appropriate for the changes such
as revising the “Last Updated” date noted on this page. Any changes to our
Online Privacy Practices will become effective when posted unless noted
otherwise.

×


WEBSITE ACCESSIBILITY STATEMENT

At EPIC RPS, we are constantly looking for ways to improve our website and to
make information easily accessible to you. For individuals who rely on assistive
technologies, or alternative input devices, we actively take steps and devote
resources to increase the accessibility of our website by working to meet the
standards recommended by the Web Content Accessibility Guidelines 2.0 AA (WCAG
2.0 AA).

Please notify us if you have any questions or suggestions regarding the
accessibility of epicrps.com or go-retire.com. We are available by phone at
1-800-716-3742 from 8:00 a.m. to 8:00 p.m. EST M-F; or we are available via
email at help@go-retire.com.