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  • Advising Women to Take More Investing Risk

    New research warns use of more conservative portfolios can result in women not being adequately prepared for retirement. EPIC Retirement Director Rob Massa weighs in: “According to 2015 data from the Census Bureau, the average life expectancy for women is 82, compared to only 78 for men, notes Robert Massa, director of retirement at Ascende –

  • Insurance Business Spotlights John Hahn, Co-founder and CEO, EPIC Insurance Brokers

    As seen in Insurance Business | Click here Responsible for the leadership and executive management of EPIC, John Hahn has been in the insurance business for more than 35 years. His accomplishments range from building well known platforms and brands on both the wholesale and retail side of the business to successfully launching startup companies

  • Brokers guide clients through health insurance maze

    EPIC was recently featured in a Business Insurance article asking several brokers to weigh in on the current state of the industry. The article covers everything from soaring premiums in public exchanges to heavy competition among midsize employers, and the popularity of wellness programs, telemedicine, and critical illness policies. Read more here. “While individuals buying

  • Tools to Help you Effectively Implement and Manage your Safety & Loss Prevention Program

    Brought to you by: Chuck Simpson, CSP Senior Health, Safety & Environmental Consultant 205.581.3343 chuck.simpson@epicbrokers.com OSHA’s New Silica Safety Requirements September 23, 2017 OSHA implemented a new Respirable Crystalline Silica standard (29 CFR 1926.1153) for the Construction Industry. Some the key requirements include: Reduces the permissible exposure limit (PEL) for respirable crystalline silica to 50

  • If I Knew Then: Kevin Dunn, Decisely CEO

    Crain’s Atlanta recently featured Decisely CEO Kevin Dunn in an ongoing series where the publication asks executives, entrepreneurs and business leaders about mistakes that have shaped their business philosophy. Background:   Launched in 2015, Decisely is a small business benefits and HR platform that manages the entire lifecycle of an employee’s relationship with a company. Founded

  • EPIC Recognized at The Joyful Feast, the Joyful Child Foundation’s 15th Anniversary Gala

    The Joyful Child Foundation recently announced that it raised over $100,000 at its 15th anniversary gala, The Joyful Feast. The Joyful Child Foundation, a 501(c)(3) non-profit, is dedicated to preventing crimes against children through programs that educate, empower, and unite families and communities. Emmy Award winning journalist and news anchor, Laura Diaz, was the Master

  • EPIC Retirement Team Hosts Investment Committee and Fiduciary Training Webinar October 25

    Join us October 25 for a 45 minute Fiduciary Training Webinar with EPIC’s Retirement Consulting Team, Ascende Wealth Advisers, Inc. The content is appropriate for all investment committee members, both new and experienced. For new investment committee members, we will provide an overview of what it means to be a plan fiduciary and take a

  • Help us Donate to the IICF California Wildfire Relief Fund

    As you are no doubt aware, California is currently in a state of emergency with 8 active wildfires raging across the state. Many of our neighbors, colleagues, and clients are directly affected by the fires and the bleak reality left in their wake. IICF has officially opened the IICF California Wildfire Relief Fund to assist

  • Mary Grandy and Brian Laney Present Demo of EPIC’s Risk Management Center at Sacramento Tech Forum

    CFMA Sacramento and AGC of California recently hosted the Sacramento Region’s Tech Forum on Thursday, September 28th at The Falls Event Center in Elk Grove. This event included a plethora of discussion, education and networking opportunities, and showcased the latest in industry innovations through rapid-fire demonstrations. Guest speakers presented the following topics: Transforming Construction in a Digital Revolution:

  • Rich Eagar Set to Speak at 2017 Planadviser National Conference

    EPIC Retirement Consultant Rich Eagar is scheduled to speak at the 2017 PLANADVISER National Conference held Wednesday, October 11 through Friday, October 13 at the JW Marriott in Orlando. Rich will be a panelist alongside Joseph P. Lee, Senior Vice President and Head of Retirement Platforms and Strategy with First Eagle Investment Management, LLC. About EPIC’s Retirement

  • Health Insurance Providers Fee Returns in 2018

    Quick Facts: The Affordable Care Act (ACA) imposes an annual fee on “covered entities” that provide health insurance. The fee does not apply to self-insured health plans, governmental entities, certain nonprofits, and certain voluntary employees beneficiary association plans (VEBAs). Congress suspended the fee for 2017, but it will be in effect for 2018. Insurance companies

  • Safety and Fitness Electronic Records (SAFER) New Website

    A helpful note from our NATMI instructor and VP of Transportation and Logistics Risk Control Michael Nischan: You may be aware of the many changes to the Federal Motor Carrier Safety Administration’s (FMCSA’s) website, particularly during the past year. A phased rollout of the Unified Registration System (URS) commenced, requiring all new registration applicants to use

  • How to Build a Successful Brokerage – From a Man Who’s Done It

    Insurance Business recently featured EPIC’s Gregg Bundschuh for the impressive brokerage he built with David Collings. As cofounders and equity partners of Greyling Insurance Brokerage, a division of EPIC, the two have a great deal of knowledge to share with those embarking on what Insurance Business calls no easy task. The brokerage Bundschuh and Collings formed back

  • EPIC Helps Upgrade Computer Lab for Affordable Housing Residents

    Property Casualty 360 recently drew attention to EPIC’s $32,000 donation to Mercy Housing Lakefront. The money will be used to upgrade the computer lab at the Pullman Wheelworks Apartments and provide residents with the tech resources needed to further their educational and career goals. Click here to read more from EPIC about the investment. “Continuing

  • Half of U.S. Businesses Have Been Hacked

    As you may have read in Business Wire, more than half of U.S. businesses (53 percent) have experienced a cyber attack in the past year, according to a survey of business executives released [September 28] by The Hartford Steam Boiler Inspection and Insurance Company. Additional statistics disclosed by this study include: Of those businesses hacked

  • EPIC Named a Best Place to Work in Insurance for 8th Year

    Business Insurance has named EPIC one of the Best Places to Work in Insurance for the 8th year. As the publication notes, attracting and retaining talent is a strategic imperative for the insurance industry. Best Places to Work in Insurance is an annual feature by Business Insurance and Best Companies Group that lists the agents,

  • 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