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.

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.
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

Your ePlan Services employee dashboard gives you the ability to manage your account in just a few clicks

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.
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.