Hub purchases NY-based EPIC Retirement Services Consulting

Hub | September 19, 2019

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.

Spotlight

HOW MUCH DO YOU KNOW ABOUT LIFE INSURANCE? Most Americans believe Life insurance is a necessity all people should have it. Generally, life insurance payouts resulting from death of the insured are excluded from the beneficiary's income—and not subject to tax.

Spotlight

HOW MUCH DO YOU KNOW ABOUT LIFE INSURANCE? Most Americans believe Life insurance is a necessity all people should have it. Generally, life insurance payouts resulting from death of the insured are excluded from the beneficiary's income—and not subject to tax.

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