Kristi Sweeney

Relationship Manager at EPIC Retirement Plan Services - Rochester, NY, US

Kristi Sweeney's Colleagues at EPIC Retirement Plan Services
John Consul

Relationship Manager

Contact John Consul

Menwa Branch

Client Support Specialist

Contact Menwa Branch

Lisa Brown

Sr. Sales Support Specialist

Contact Lisa Brown

Denise Zubal

Senior Balance Forward Pension Administrator

Contact Denise Zubal

Brian Frazer

Senior Client Service Specialist

Contact Brian Frazer

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Kristi Sweeney's Contact Details
HQ
585-232-9060
Location
Rochester, New York Area
Company
EPIC Retirement Plan Services
Kristi Sweeney's Company Details
EPIC Retirement Plan Services logo, EPIC Retirement Plan Services contact details

EPIC Retirement Plan Services

Rochester, NY, US • 100 - 249 Employees
Financial Services

EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC's open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients' success.

401(k) Recordkeeping Retirement Plan Administration Retirement Plan Consulting Defined Contribution Defined Benefit Cash Balance Actuarial Services
Details about EPIC Retirement Plan Services
Frequently Asked Questions about Kristi Sweeney
Kristi Sweeney currently works for EPIC Retirement Plan Services.
Kristi Sweeney's role at EPIC Retirement Plan Services is Relationship Manager.
Kristi Sweeney's email address is ***@epicrps.com. To view Kristi Sweeney's full email address, please signup to ConnectPlex.
Kristi Sweeney works in the Financial Services industry.
Kristi Sweeney's colleagues at EPIC Retirement Plan Services are John Consul, Menwa Branch, Patrick Burke, Lisa Brown, Denise Zubal, Brian Frazer, Manny Marques and others.
Kristi Sweeney's phone number is 585-232-9060
See more information about Kristi Sweeney