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For Individuals

401(k) Plan Participants Love ePlan Services!

Our numbers speak for themselves! As of 2025, ePlan Services has over 137,000 active participant accounts and over 10,000 clients. So, what’s our secret formula? At ePlan Services, we believe in making retirement planning as smooth and easy as possible. Read on to learn more about the ePlan Services difference.

Key Takeaways:

Quick plan setup:

What makes ePlan Services different from some other retirement plan providers is we make your plan setup a smooth and easy experience. Our team can set up new plans in as little as one day so plan sponsors can focus on what’s important—nurturing and growing their businesses. Plus, with fee transparency, what you’re quoted is what you get; there are no surprises.

Streamlined tools:

Want to see a snapshot of your retirement balance and contributions at a glance? Log in to your employee dashboard and voila! Participants rave about how simple it is to navigate through their dashboards and make updates and adjustments to their accounts as necessary. They go on to say that the intuitive dashboard has everything they need to effectively plan for their retirement.

Are you feeling anxious because you’re unsure of how much money you’ll need to retire comfortably? Our Retirement Outlook Calculator, located on your dashboard, can help with that. Simply input information about your salary and plan contributions and see a real-time update of your savings progress. You and your financial advisor can get even more granular by factoring in your return on investments. But that’s not the only calculator you can find on your employee dashboard. There are various useful calculators to help you reach your retirement goals for the future.

 Education:

For participants who’d like extra information about retirement readiness and 401(k) information, we have a comprehensive help center, which addresses some of our most frequently asked questions. And, our dedicated blog page features a plethora of articles related to retirement planning so you can stay informed. If you’re still having trouble finding exactly what you’re looking for, you can gain reliable information from our knowledgeable support team.

Conclusion:

For years, ePlan Services has provided plan sponsors and participants with top-quality retirement plans and outstanding plan education. Not only do our streamlined tools make participant accounts easy to manage, but our user-friendly experience and helpful team of professionals keep our customers coming back for more. But don’t let us tell you, experience the ePlan Services difference for yourself.

Reach Out to Us

Do you have questions about your 401(k) plan, employee dashboard, or plan information? Let’s talk. We’re happy to help.

This content is for educational purposes only, is not intended to provide specific legal or financial advice, and should not be used as a substitute for the legal advice of a qualified attorney or financial professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.