Rebalance Provides Small Businesses with an Alternative to Expensive 401(k) Services via Strategic Partnership with EPIC Retirement Plan Services

Bethesda, MD – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, can now provide small businesses with an alternative to expensive 401(k) services, thanks to its newly-announced strategic partnership with EPIC Retirement Plan Services (RPS).

The Rebalance/EPIC RPS partnership provides small businesses with access to the Rebalance 401(k) service platform, allowing participants to achieve a reduction in 401(k) annual fees of up to 50%.

“We are thrilled to partner with EPIC RPS, combining our innovative approach to investment management with EIPC’s rock solid platform and service,” stated Rebalance Managing Director Scott Puritz. “EPIC RPS is a highly respected firm with a long history of great service and superior technology solutions, and we know that working together we will completely transform the small business 401(k) services marketplace.”

EPIC RPS is a full-service 401(k) plan record-keeping firm serving small and medium-sized companies with over $16 billion in assets and is a wholly-owned subsidiary of NBT Bancorp Inc., a publicly traded financial institution with assets of approximately $9.7 billion.

“Rebalance is at the forefront of transforming antiquated 401(k) programs for small business owners by dramatically cutting fees, reducing the fiduciary burden and providing turnkey retirement solutions for employees,” said EPIC Retirement Plan Services President Manny Marques. “We look forward to working with Rebalance to further expand access to improved 401(k) plans for businesses of all sizes.”

For more information about the Rebalance 401(k) platform, visit

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About Rebalance

Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to ordinary investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, “endowment-quality” globally-diversified investment portfolios, and systematic rebalancing.

Rebalance’s Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of, “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide.

Rebalance is headquartered in Palo Alto, CA and Bethesda, MD, and currently manages over 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.

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About EPIC Retirement Plan Services

EPIC RPS is a national provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market.

Headquartered in Rochester, NY, EPIC RPS serves clients in all 50 states and has divisions in St. Louis, MO, Peoria, IL and Portland, ME. The company provides recordkeeping, administration, and plan design solutions to more than 3,700 retirement plans, serves over 222,000 plan participants, and administers $16 billion in retirement assets. EPIC RPS is a wholly-owned subsidiary of NBT Bancorp Inc.

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