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

At ePlan Services, we make your tasks as streamlined as possible by providing you with all the business solutions you need to help give your business a competitive edge—from simplified tools to expert support.

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.
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.

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.
For Individuals

Our numbers speak for themselves! As of 2025, ePlan Services has over 137,000 active participant accounts and over 10,000 clients.

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.
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.

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.