Retirement Services Blog
Helpful Resources
When you recommend our services to your many clients, we’ll ensure they get $1000 off their plan set up.
For Advisors
The Retirement Outlook Calculator gives you a landscape of what your clients’ retirement could look like based on factors such as their salary, contribution rate, and savings goals.
Though the idea of retirement planning may seem overwhelming — or, worse, boring — it doesn’t have to be.
Who wants to work past the age of 65? To help safeguard against this, it’s imperative that you educate your employer clients on the importance of offering a company-sponsored retirement plan.
The keys to enticing your clients to purchase not just one, but multiple services can be found right here in our checklist for financial advisors.
Your clients may provide company-sponsored retirement plans for their employees, but are your clients participating themselves?
For Businesses
Do you currently offer your employees a retirement plan? If not, we’ll inform you of your options—your state-administered program and ePlan Services 401(k) plan.
You can monitor the company’s budget, retirement plan benefits, and value by benchmarking your company-sponsored 401(k) plan.
While both plan types are suitable choices, a safe harbor 401(k) plan may prove to be just what you need, and we’ll help you understand why.
Plan administrators’ tasks are varied, and we’re breaking down those duties to give you more insight into how company 401(k) plans are managed.
Selecting the right plan for your business can help incentivize employee loyalty, while helping you plan for your own retirement.
For Individuals
Your ePlan Services employee dashboard gives you the ability to manage your account in just a few clicks
Before you retire, you’ll need to keep track of your monthly expenses, so you’ll know how much money you’ll need each month for your necessities.
Let’s take a closer look at the rules and regulations surrounding your 401(k) and divorce proceedings.
If you’re unfamiliar with auto-escalation, don’t worry. We’ll give you all the details, so you’ll be well informed on the subject.
Starting in 2025, certain employers must automatically enroll their employees into their company’s retirement plan. This can have a positive effect on your retirement outlook, and here’s why.
Retirement Updates
With the start of a new year comes new retirement plan contribution limits released by the IRS. For 2025, you’ll see an increase in 401(k) contributions as well as updates to cost-of-living adjustments, catch-up contributions, and phase-out ranges.
The IRS has released new retirement plan contribution limits for 2024.
We listened to your feedback and built our new employee dashboard with you in mind. Learn more about the features and insights available to you.
Whether you're a business offering an employer-sponsored retirement plan or an individual saving for your future, here's what the SECURE Act 2.0 may change for you.
There are limits to the monetary amount that employers and employees can contribute to a retirement plan each year. The amount is determined by the type of plan you’re contributing to.