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  • EPIC’s Investment Advisory Firm Named one of NAPA’s Top DC Advisor Firms

    Earlier this week the National Association of Plan Advisors (NAPA) released its first-ever list of Top DC Advisor Firms. Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors. The NAPA Top DC Advisor Firms were ranked by DC assets under

  • EPIC’s Sr. HSE Consultant Chuck Simpson Visits Houston, Corpus Christi and Lafayette to Deliver H2S Presentation

    EPIC’s Sr. HSE Consultant Chuck Simpson is speaking on the recent changes to the ANSI Hydrogen Sulfide (H2S) Training Requirements to several Service, Transmission, Exploration & Production Safety (STEPS) Networks this week: September 19: Houston September 20: Corpus Christi September 21: Lafayette Although exact numbers are not known, it is likely that worldwide tens of thousands

  • Rob Massa to Deliver Legislative and Retirement Trend Update to Local CEBS Chapter

    EPIC Retirement Consulting Team Director Rob Massa is scheduled to speak at the Houston Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) luncheon in October. In his presentation, he’ll deliver a legislative update, along with recent and pertinent legal cases affecting retirement plans, and the latest trends in retirement benefits. This will include financial

  • How can an HSA Boost Retirement Plans?

    EPIC Retirement Consulting Team Director Rob Massa is co-presenting with Vice President of Healthcare Emerging Market Sales Jason Cook from WEX Health at the EBN Benefits Forum & Expo September 18-20 in Boca Raton, Florida. HSAs have become the latest tool used to help employers reduce benefit expenses while also empowering employees to make health care

  • Building a Worksite Wellness Program with Health Behavior Theories

    The International Foundation of Employee Benefit Plans featured EPIC wellness consultant Erin Milliken’s article on Health Behavior Theories in the September issue of its Benefits Magazine. Erin knows well that helping employees make positive behavioral changes is the key to a successful worksite wellness program. Focusing strategies around three common health behavior theories may increase the

  • The Equifax Data Breach Reveals Extent of Vulnerability

    An internal advisory from EPIC’s VP of Information Technology, Dan Granieri: “For those of you that have not already heard, there was a massive data breach at Equifax, one of the nation’s largest credit reporting agencies. If you have a credit report, there is a good chance that your personal information was compromised. This breach

  • Relief for Victims of Hurricane Harvey

    From Ascende Wealth Advisers, Inc. (EPIC Retirement Consulting) As is typical following a major natural disaster, the IRS has issued an announcement loosening restrictions on loans and hardship distributions from 401(k) and other qualified retirement plans for employees and companies located in the areas affected by Harvey. This relief will apply to broad sections of

  • FMCSA Regional Declaration of Emergency for the East Coast (Virginia – Maine)

    As we continue to pay close attention to Hurricane Irma, we have two additional documents to share with our clients in her path. Click here for the Regional Declaration of Emergency for the East Coast and click here for the Notice of Enforcement Discretion and Determination for the Eastern Service Region of the Federal Motor Carrier Safety

  • 6 Ways Florida Benefit Advisers can Prep for Hurricane Irma

    Ascende – a Division of EPIC was just featured in Employee Benefit Adviser (EBA) as an example for those in Florida who could use business contingency plan advice from a Houston-based operation who recently underwent a catastrophic event that completely disrupted access to the office. Led by chief administrative officer Angela McDaniel, our Houston-area employees and clients remained

  • Georgia’s Governor Deal Expands State of Emergency and Issues Mandatory Evacuations

    Michael Nischan, EPIC VP of transportation & logistics risk control wants to remind everyone that supply chains are already strained from rendering aid to Texas flood victims, and now that both coasts of Florida have been ordered to evacuate, Georgia highways have become more crowded the past 24-hours. Floridians are making their way north. Please continue to watch the weather, do

  • The State of Georgia Executive Order – Preparing for Irma

    As several of our transportation clients prepare for Hurricane Irma, we wanted to pass along the following Executive Order we received from the Georgia Motor Trucking Association (GMTA). The Georgia Governor Deal issued an Executive Order as well. Click here for the Executive Order. We encourage you to share this information with employees who may be

  • Florida Transportation Waivers – Preparing for Irma

    To help you prepare for Hurricane Irma, we want to pass along the following transportation waivers and emergency orders from the Florida Division of Emergency Management on Hurricane Irma. As Hurricane Irma approaches, we encourage you to share these with your teams navigating through Florida: Hurricane Irma Emergency Order – Florida Highway Safety and Motor

  • Talk Isn’t Cheap – Consistent, Strategic Communication Delivered with Purpose can Make a Good Deal Great

    Leader’s Edge recently mentioned EPIC in an article titled “Talk isn’t Cheap.” As the article notes, “The merger and acquisition process is ultimately driven by communication. Who communicates what—and when and how they do that—at every stage of the buy-sell journey could ultimately determine the success of a deal.” Stressing consistent and purposeful communication, the

  • Harvey Insurance Scammers Start Targeting the Unwitting

    We would hate to see anyone fall victim to this scheme. Those impacted by Hurricane Harvey, please read the following article published by Insurance Business America: Insurance scammers have already started preying on homeowners impacted by Hurricane Harvey. The Federal Trade Commission has issued a warning that scammers are making robocalls in areas affected by the storm,

  • Using Technology To Make Broker Small Business Portfolios Profitable

    Decisely CEO Kevin Dunn recently wrote a column for HR.com outlining several challenges brokers servicing small business portfolios face. In the article, he talks about small business customer expectations for an integrated HR and benefits offering, supported by cutting edge technology and a thoroughly modern user experience. As he notes, for brokers breaking even or

  • What you Need to Know about Hurricane Claims Documentation: Harvey v. Irma

    EPIC Director of Claims Andy D’Entremont provided the following claims counsel regarding the need to distinctly document damage done by Hurricane Harvey versus Hurricane Irma, should she make landfall. Please share appropriately with anyone impacted. “We are once again faced with the possibility of a potentially catastrophic hurricane making landfall somewhere on the southern/eastern coastal United States.

  • EPIC Communications and Engagement Team Steps in To Help an Employer Through Hurricane Harvey

    One of our Houston-area clients lost access to all IT systems during what quickly became an unprecedented event due to catastrophic flooding following Hurricane Harvey’s descent onto Texas shores. While employers all over Houston, including Ascende – a division of EPIC, quickly put their business contingency plans in place, this client was left unable to send or

  • Chuck Simpson Spotted among OSHA Today’s Movers and Shakers

    As spotted in OSHA Today’s Movers and Shakers: EPIC’s Chuck Simpson to Present at Gulf Coast Safety & Training Group Meeting EPIC Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety & Training Group Meeting on Sept. 8 at 10 a.m. at the Lafayette Petroleum Club in Lafayette, Louisiana. Simpson will present

  • Hurricane Harvey Relief Efforts and Emergency Information: Important Links

    We want to pass along helpful information we received from the Georgia Motor Trucking Association. Whether you are donating to the relief efforts or conducting business in the areas impacted by Hurricane Harvey, please review the following information and use the links below to help you as you move forward: The American Logistics Aid Network

  • How Houston Brokers are Weathering Harvey

    Angela McDaniel, chief administrative officer for Ascende – a division of EPIC and the woman behind our Houston office’s business recovery plan, was recently featured in Employee Benefit Adviser. EBA reached out to recognize and learn more about our Houston team’s impressive commitment to the safety and best interest of both employees and the clients they