Epique 401k
Build your retirement, on your terms. The Epique 401(k) is a comprehensive retirement savings plan for U.S. Epique agents — with tax-advantaged contributions, professionally managed investment options, and flexible contribution levels you can adjust as your business grows. Available on the Epique 401(k) page.
Save for Your Future with Confidence
Take control of your financial future with three core advantages:
- Tax Benefits — Reduce your taxable income with pre-tax contributions. Your money grows tax-deferred until retirement, potentially saving you thousands each year.
- Flexible Contributions — Adjust your contribution amount based on your income and financial goals. Start small and increase as your business grows.
- Investment Options — Diversified portfolio choices to match your risk tolerance and retirement timeline, with professional investment management.
Why a 401(k) for an independent contractor?
Most agents don't get a workplace 401(k) — but as an Epique agent, you do. The plan gives you the same tax advantages and structured retirement saving that traditional employees enjoy, with contribution limits maximized within IRS guidelines.
Getting started
- Start Saving Today callout (right side, with a piggy-bank icon) introduces enrolment.
- Learn More button opens the official enrolment Google Form. Fill it out and the team will pick it up from there.
- Video explainer — a 16:9 video below the hero walks through the highlights. Play it in-place on the page.
Whether you're just starting to save or you're maximizing your retirement contributions, the 401(k) is designed to grow with you. The earlier you start, the more compounding works in your favour.