Testimonial 1
My company has worked with Estate & Pension Advisory Board (EPAB) as an advisor for our Profit Sharing Plan for many years. I have had the pleasure of working directly with Jo-Ann and her team for the past 5+ years. They know our plan very well and can quickly provide guidance when we have questions and they keep us up-to-date on changing regulatory matters. They coordinate with our plan counsel and auditors seamlessly. I am always fully confident that I will receive a superior level of service and professionalism in my interactions with EPAB.
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