Vendor Information - Retirement

Updated on October 10th, 2024

EPIC Retirement Plan Services

Phone: 1-800-716-3742

To access the 403(B) or 401(K) account, go to the EPIC Retirement Plan Services website.

  • Enroll
  • Check account balance 
  • Change investment options 
  • Change deferral percentage 
  • Update beneficiary information 
  • Review fund performance
  • Apply for a loan or hardship withdrawal 
  • In-service withdrawals after age 59 1/2

Busey Wealth Management

The best way to reduce investment risk is to diversify your portfolio and create an asset allocation that is right for you. You can work with a Participant Advisor from Busey Wealth Management to learn about the different funds available or even structure a portfolio based on your current age (target-date fund) or risk tolerance. There are lots of options and Busey can help you select the investments that are right for your needs. To schedule a meeting and/or ask questions about your Plan, call (217) 365-4874 or email RetirementPlans@busey.com.

  • 401(k) / 403(b) Retirement Account Questions 
  • Investment Advice
  • Goal Setting
  • Retirement Planning and Related Topics 
  • Beneficiary Review

Busey Wealth Management representatives are available by phone, email, in person at Busey Wealth Management* or twice per month at The Forum at Carle and twice per month at Carle at The Fields*

*By appointment only

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