EPIC Retirement Plan Services

Considering a retirement plan provider change? A smooth transition requires careful planning, clear communication, and attention to operational details that support participants and plan administration. Read more: plansponsor.com/navigating-pla…

New department of labor priorities could provide more flexibility for employers while placing greater emphasis on documentation and fiduciary processes. Here's what plan sponsors should be watching: plansponsor.com/experts-predic…

The IRS has announced higher HSA contribution limits and updated health thresholds for 2027. Employers may want to begin reviewing how these changes could impact benefits planning and employee communications. Read more: plansponsor.com/irs-announces-…

Savings rates moved higher in the first quarter, even as account balances dipped. That mix can help plan sponsors talk with employees about steady saving during changing markets. Explore here: planadviser.com/account-balanc…

Questions around alternative investments in 401(k) plans continue to grow. A clear review process for fees, risk, liquidity, and complexity remains important for retirement committees. See details: napa-net.org/news/2026/5/ho…

Form 5500 filing rules may get a closer look in Congress. For plan sponsors, this is a good reminder to review filing steps, deadlines, and who owns each part of the process. Read more: psca.org/news/psca-news…

Now is a good time to review which new SECURE 2.0 distribution features belong in your plan and which do not. More choice can help participants, but it also raises the bar on committee review and communication. Explore here: napa-net.org/news/2026/5/se…

Questions around fees, conflicts, and oversight remain central to fiduciary work. This case is a reminder that committees need a clear process for reviewing custom target-date options and provider relationships. See details: napa-net.org/news/2026/5/40…

A closer look at saving habits can reveal where employees are staying on track and where stress still shows up. Higher contribution rates are encouraging, but loan size and loan defaults still deserve attention. Read more: 401kspecialistmag.com/401k-contribut…

The 403(b) 15-year catch-up rule can create confusion around service calculations. A closer look at how service is counted can help avoid administrative mistakes. Find out more: plansponsor.com/how-should-pla…

Retirement balances saw double-digit swings in 2025. Market volatility can reshape participant confidence and long-term savings behavior. Read more: 401kspecialistmag.com/401k-403b-acco…

What does it truly mean to serve as a fiduciary? ERISA sets one of the highest standards of responsibility in law, requiring decisions made solely in participants’ interests. See details: plansponsor.com/what-does-it-m…

As passive strategies expand, managed accounts are being reassessed. A closer look at fees, defaults, and participant fit may be warranted. Find out more: napa-net.org/news/2026/2/pl…

The DOL has proposed requiring at least one annual paper benefit statement. Now is the time to review disclosure delivery and confirm compliance readiness. See details: plansponsor.com/dol-proposes-r…

How easy is it for employees to access and understand your retirement plan? Accessibility is a leading driver of participation and retention. It may be time to remove barriers. Read more: 401kspecialistmag.com/employees-link…

Relying too much on confidence in target-date funds can mask risks from fees, asset mix, and one-size-fits-all defaults. Reviewing how your defaults work helps improve outcomes. Read more: 401kspecialistmag.com/confidence-in-…

Court decisions continue to shape fiduciary expectations for plan sponsors. From establishing a prudent process to identifying meaningful benchmarks, this year’s legal updates offer important reminders for committees. epicrps.com/#/blog/litigat…

Private investments are gaining renewed attention. But they also need transparency around valuation, liquidity, and governance. A disciplined review process helps meet fiduciary standards. See details: plansponsor.com/private-invest…

When was the last time you reviewed your 401(k) plan's investment lineup? If it's been a couple of years, then it's time for a thoughtful review. Check out some of the new, current, and consistent topics shaping retirement investments. Read more: 401kspecialistmag.com/dc-plans-trend…

Final regs on Roth catch-ups and 415(c) interactions affect how catch-up dollars are handled. Reviewing plan design and communication now is wise. Find out more: asppa-net.org/news/2026/2/ro…