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Epic Advisors Acquires Retirement Plan Services


ROCHESTER, NY, April 5, 2018 -- EPIC Advisors, Inc. (EPIC), a subsidiary of NBT Bancorp Inc., announced that it has acquired Retirement Plan Services, LLC (RPS), a retirement plan services company located near St. Louis, Missouri, that provides full-service recordkeeping, administration and plan design solutions to employers nationwide.

"The combination of the RPS team with EPIC's well-established retirement services business presents an exciting opportunity for us to continue the growth of our national franchise while expanding the services we provide to our clients," said EPIC President Manny Marques. "It also allows us to deepen the reach of our national presence, providing a strong base in the Midwest."

RPS President David Davidson added, "We are moving forward seamlessly with the delivery of the same customized high-touch service that our clients rely on. We are excited to have the benefit of additional EPIC and NBT resources to help us provide even more tools to the advisors, sponsors and participants we serve."

RPS will adopt the "EPIC Retirement Plan Services" brand later this year. EPIC will also transition to this brand, providing a unified banner to support the expanded national footprint of the combined entity. Marques further stated that, "RPS Principals David Davidson and Kimberly Beal will both immediately join the EPIC leadership team."

About Retirement Plan Services

RPS is headquartered in Brentwood, Missouri and provides recordkeeping, administration and plan design solutions to more than 600 clients and 40,000 plan participants. More information about RPS is available online at www.rpsbenefits.com.

About EPIC Advisors

EPIC is a national provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market.

Founded in 1993 and headquartered in Rochester, NY, EPIC's client base spans all 50 states and supports over 2,000 retirement plans with more than 125,000 participants and $8 billion in retirement assets. EPIC is a wholly-owned a subsidiary of NBT Bancorp Inc. More information about EPIC is available online at www.epic1st.com.


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