Alliances and Partnerships, Business, Free News Articles, Insurance

EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

HOUSTON, Texas -- EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

Due to changing and ever evolving regulations, the provision of retirement planning and consulting services has become increasingly more complex and challenging. To respond to these challenges, EPIC investigated a number of options, and felt that aligning themselves with a highly qualified specialty firm would best serve expanding client needs.

The result is a collaboration agreement and partnership with QPA that expands the resources available to both current and future EPIC clients. Under this agreement the AWAI team will become employees of QPA, who will now be utilized as a third party investment advisory partner for EPIC clients requiring these services.

QPA manages a very large retirement practice with offices and specialized resources around the country that will now be available to the retirement consulting team that has been serving Ascende/EPIC clients.

Under the agreement QPA will assume existing AWAI investment advisory contracts, so that clients will have the same service team.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

About Qualified Plan Advisors:

Qualified Plan Advisors (QPA) is an independent, results driven advisory firm and fiduciary partner, comprised of a team of ERISA attorneys, over 70 advisors and more than 50 professional staff. QPA provides consulting services that are designed to deliver an à la carte experience to plan sponsors with either single or multiple needs. Please visit https://qualifiedplanadvisors.com/ to learn more.

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Business, Free News Articles, Insurance

Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference

ORLANDO, Fla. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.

Eagar will present on a "Team Structures" panel alongside First Eagle Investment Management, LLC's Head of Retirement Platforms and Strategy Joseph P. Lee. Eagar will discuss how to divide the roles when an advisory practice grows into a team and whether or not to make certain advisers the lead adviser/customer relationship manager. He will also provide insight on whether it is beneficial in a multi-office team practice to centralize certain functions in the headquarter office to ensure consistent customer service or permit branch offices some autonomy.

Click here for more information: http://www.planadviser.com/newevents/agenda.aspx?id=10737431859.

About Rich Eagar, Retirement Consultant, EPIC:

Rich Eagar is a consultant on the EPIC Retirement Consulting Team. In this capacity, he is responsible for client and vendor management, plan design consulting, RFP vendor searches, implementations, mergers and acquisitions, compliance assistance and various other projects.

Eagar is also a co-CIO and adviser at Ascende Wealth Advisers, Inc. (AWAI). In this role he is responsible for oversight of the firm's strategic approach to analysis and due diligence on fund companies and investment strategies to be used in client retirement plans, delivery of quarterly investment reviews, and assisting committees manage and fulfill their fiduciary responsibilities.

Eagar has worked with the Retirement Team since October of 2008, and he currently holds his Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations, as well as his Series 65 registered investment adviser's license.

Prior to joining the Retirement Team, Eagar began working at Ascende - a Division of EPIC as an associate in the Health & Welfare practice in July of 2007. His main role in this position was to provide support for the managing consultants and help clients' structure benefit packages that achieved various objectives.

Eagar is a graduate from Trinity University in San Antonio, Texas where he earned a B.S. degree in Business Administration concentrating in Finance and Marketing. He also obtained a minor in Communications Management.

About PLANADVISER National Conference:

The PLANADVISER National Conference (PANC) is the retirement plan industry's premier networking and business strategy event for specialist retirement plan advisers. Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year gather for half a week of discussion and debate about the cutting edge of the retirement plan industry.

About Ascende Wealth Advisers, Inc.:

Ascende Wealth Advisers, Inc. (AWAI) is an SEC registered investment advisory firm dedicated to providing unbiased investment advice by acting as either an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment fiduciary to corporate sponsored qualified and nonqualified plans, as well as international and offshore savings arrangements.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit http://www.epicbrokers.com/.

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*Photo Caption: Rich Eagar of EPIC Insurance Brokers.

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Awards and Honors, Business, Free News Articles, Insurance

EPIC’s Retirement Consulting Team Named to 2017 Financial Times 401 Top Retirement Plan Advisers List

HOUSTON, Texas -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.

This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management. Applicants were graded on seven criteria: DC assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate.

"It is an honor for Rob Massa and his team to be named a 401 Top Retirement Plan Adviser," said Jim Watt, EPIC Southwest Region President and National Employee Benefits Practice Leader. "This recognition validates our team's commitment to continue to deliver a higher standard of care to help our clients meet their retirement goals. Our team has earned a well-deserved place among the industry's most prominent retirement plan advisers."

The final FT 401 represents an impressive cohort of elite advisers: the "average" adviser in this year's FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington D.C., and DC plans on average account for 74% of their total assets under management.

The FT 401 is one of a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

About Ascende Wealth Advisers, Inc.:

Ascende Wealth Advisers, Inc. (AWAI) is an SEC registered investment advisory firm dedicated to providing unbiased investment advice by acting as either an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment fiduciary to corporate sponsored qualified and nonqualified plans, as well as international and offshore savings arrangements.

About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit http://www.epicbrokers.com/.

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