Foresters Financial is highly committed to serving the retirement needs of both public and private employees.
We provide high quality, customer-oriented services for retirement programs to make life easier for employers like you. We help you manage your program so as to minimize administrative workload and optimize cash flow.
Foresters Investor Services, Inc. (FIS), an affiliate of Foresters Financial Services, Inc., has developed the Electronic Payroll Investing Center (EPIC) to assist you in meeting these goals.
With Foresters Financial EPIC report-only access you can log on with your confidential password and review contribution details, historical data and other key information regarding your retirement plan. With EPIC full access you can also instantly update contribution information, and safely and conveniently review and transmit your contribution instructions and payments to FIS electronically.
To subscribe to this free service, please complete the Foresters Financial EPIC application that is located under the "Help" link. If you want additional information regarding the EPIC service, please contact your Foresters Financial representative or our home office.
We've recently made some improvements to Foresters Financial EPIC, including:
- EPIC has been redesigned with a brighter, modern look and feel.
- A new column has been added to the Roster tab to assist 403(b) employers and TPAs in submitting Roth contributions.
- User-friendly calendars have been added to help you choose dates when posting batches and changing the reporting period on the Reports tab.
- A Contact Info tab has been added to allow those with administrator access to update the contact information for the plan. For added convenience, we've also included the contact information of the Foresters Financial branch office that services the plan.