EPIC Retirement Plan Services serves financial institutions by offering a full suite of custom-tailored retirement plan solutions. EPIC provides Rebalance clients with real-time access to their account and 24/7 customer service.
The Vanguard Group is one of the largest investment management companies in the world. Rebalance harnesses Vanguard’s low-cost index funds for our clients’ retirement investment portfolios.
Rebalance is regulated by the U.S. Securities and Exchange Commission (SEC) as a registered investment advisory firm. We have partnered with Waller LLP, a successful, multi-dimensional firm with a long history. As SEC regulations continue to evolve, Waller stays in step with the changes and ensures that Rebalance continues to maintain strict compliance guidelines.