On the second day of its 10th Anniversary Celebration Conference in San Francisco on Thursday, National Advisors Trust announced an agreement with EPIC Advisors to provide private-labeled 401(k) programs with open-architecture defined contribution retirement plans to its advisor firms.
The company also announced its affiliated advisor firms will now have access to Advisors Asset Management’s fixed income securities offerings.
National Advisors Trust is the largest independent RIA-owned trust company in the United States. The company’s conference is attended mainly by RIAs.
Commenting on the agreement with EPIC advisors, National Advisors Trust CEO Ronald Ferguson said, “We selected EPIC for our private-label 401(k) program because of their proven capabilities in the retirement planning and recordkeeping fields, and their ability to apply the National Advisors Trust brand to their retirement plan platform. Their open architecture investment offering provides the trust company’s RIAs the ability to select the best investment solutions for their retirement plan sponsor clients and participants. Working together, we now have the ability to provide our RIAs with a competitive, full service proprietary plan platform.”