A 401(k) plan that lets you take care of business

Whether you’re self-employed or have 100+ employees, enjoy lightning-fast setup, low costs, excellent service, and powerful tools.

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Experience the ePlan Services difference
Industry-leading setup speeds

Get your 401(k) set up in 15 minutes and funded within 24 hours. Everything’s done online, with expert assistance.

Best-in-class retirement management tools

Use a platform that simplifies 401(k) management for you and your employees, so you have more time to focus on what truly matters.

Access a team of experts

Reinforce your status as a retirement pro to your clients, employees, and colleagues by partnering with ePlan Services’ retirement specialists.

Secure
future
100% Fee transparency
Specialized wholesaler support team
Dedicated to your region
Track performance
  • Account balance
  • Total contributions
YTD return 2%
Get set up in 24 hours
Make informed decisions
Simplify administration

Stay organized and easily manage tasks or employee requests

Invest how you want to
Stay compliant
  • Guided online Annual plan review
  • IRS Approved Plan Documents and pre-filled Form 5500s
Integrate with payroll

250+ vendors available

Dedicated to supporting Financial Advisors

Want to close more deals and expand your book of business?
You’re in the right place.


Our Advisor Support Team is here to help you succeed!

Explore resources
401(k) plans

Provide your employees with the means to save for their future.

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Safe Harbor 401(k)

Establish a retirement option with simplified administration.

Explore Safe Harbor 401(k)
Solo 401(k) plans

A retirement savings solution for individual business owners (and your spouse.)

Explore Solo 401(k)
Implement a 401(k) for your business within 24 hours