EPIC Advisors, Inc. announces the hiring of two new members to its technical plan services team. Kayla Plaisted and Debra Frailey as compliance specialists, supporting EPIC’s retirement plan clients with the preparation and review of compliance testing packages and Form 5500 filings, and plan document services. Plaisted brings five years experience to the position, previously working as an auditor for The Bonadio Group. Frailey brings 17 years experience in the retirement industry to the position and comes to EPIC from Sinopoli & Sinopoli, CPA’s, PC. … Jenny Lindsay of EPIC has fulfilled all requirements of and been awarded the Qualified 401(k) Administrator certification from the American Society of Pension Professionals & Actuaries. Lindsay is a compliance specialist in the technical plan services group supporting EPIC’s clients with the preparation and review of compliance testing packages and Form 5500 filings. She joined EPIC in 2009. … Darouny Vongphachanh has been hired as a client service specialist. In her new role she will oversee all aspects of the administration services and day-to-day recordkeeping provided to EPIC’s retirement plan clients, and will monitor and ensure all services are delivered within documented service standards. Vongphachanh brings more than four years experience to the position, previously serving as a team leader for Paychex.
Register or login for access to this item and much more
All Employee Benefit Adviser content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access