Employee Benefits Consulting & Brokerage

Employee Benefits Consulting & Brokerage

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    The U.S.  health care system is increasingly complex,  confusing to employees and employers alike, while health care costs continue to rise. All this creates a near perfect storm of benefits and health care related challenges to employers who need the right strategic partner and advisor to help them manage both their short-term cost control challenges as well as the longer-term issues of health program management, compliance, employee engagement, accountability, health and well-being. EPIC is focused on delivering better outcomes – to both your benefits program and your employees.

    EPIC has continually reinvested in its capabilities and its people to support our clients in this complex and changing world of benefits.  Today, EPIC Employee Benefits is a Top 20 Benefits Consultant and Broker in the U.S., with over 1,500 employer clients nationally serving over 300,000 employees and families national, through over 300 benefits consulting colleagues.

    With one of the highest retention rates in the industry, our team is keenly focused on building strategic and trusted relationships with our clients – delivering meaningful economic impact and solutions that best meet your needs, strengthen your culture and advance your objectives. If you are looking for a transparent and trusted relationship, characterized by competency, communication, innovation, efficiency, stability and commitment, then EPIC is your answer.


    We provide holistic benefits program management services that include:

    • Strategic Planning
    • Program Design & Management
    • Financial Analysis & Management
    • Compliance Advisory Services
    • Benefits Technology and Administration services
    • Employee Engagement
    • Employee Support/Advocacy
    • HR Solutions

    EPIC provides Core Benefits Consulting/Brokerage Services, as well as Specialty Benefits Solutions for our clients:

    Our Core Benefits Services include:

    • Actuarial Services
    • Benefits Technology
    • Communication & Engagement
    • Compliance
    • Voluntary Benefits
    • Wellness and Health Management

    Our Specialty Benefits Solutions include:

    • Benefits & Payroll Administration
    • Executive Benefits
    • HR Strategic Solutions
    • Global Benefits Solutions
    • Pharmacy Solutions
    • Retirement/401K Solutions
    • EPIC Private Exchange


    Steve Needle
    Managing Principal, Employer Services – Southeast Region

    Mike Lopez
    Manager, Business Development – Southwest Region

    Rosemary Hughes
    Principal and Senior Consultant, Employee Benefits – Northeast Region

    David Wiesner
    Regional Director, Employee Benefits – California

    Tiffany McClellan
    Regional Director, Employee Benefits – California

    Beth Barr
    Regional Director, Employee Benefits – California