Hub International Limited, a global insurance brokerage, has acquired the assets of EPIC Retirement Services Consulting LLC. Terms of the transaction were not disclosed.
Located in New York, N.Y., EPIC is an independent investment consulting firm specializing in 401(k), 403(b) and pension plans. EPIC has been offering customized retirement plan solutions and services to plan sponsors as well as employee education to plan participants since its inception in 1999.
Hub continues to strengthen its retirement planning services with the addition of talent and resources to develop more comprehensive solutions for clients. Hub’s team of retirement plan advisors provides guidance and support focused on fiduciary risk management, plan optimization and helping more American workers better prepare for retirement.
Kalivas will join Hub Northeast working with David Reich, national president of Hub Retirement and Private Wealth, and collaborating heavily with Paul Collins, president and CEO of Hub Northeast.
Source: Hub International Limited
Topics Mergers & Acquisitions New York
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