Hub purchases NY-based EPIC Retirement Services Consulting

With the aim of growing its retirement planning business even further, Hub International has purchased the assets of EPIC Retirement Services Consulting in New York City, NY. Terms of the transaction were not disclosed. Hub’s purchase of EPIC comes after it recently completed the acquisitions of two other retirement planning firms; Washington Financial Group in McLean, VA and StoneStreet Pearl River in Pearl River, NY. EPIC, founded in 1999, is an independent investment consulting firm that specializes in 401(k), 403(b) and pension plans. The firm also offers customized retirement plan solutions and services to plan sponsors, in addition to providing employees with relevant education.

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