ePlan Services Gives You Exceptional Business Solutions

Clients count on advisors, like you, to make wise financial recommendations for them when they need them most. 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. Take a look at what separates us from the competition.

Key Takeaways:

• Rest easy knowing that ePlan Services provides fee transparency so there are no surprises. 
• You’ll have access to calculators, participant accounts, and other streamlined tools at your fingertips.
• Easily find educational resources about retirement planning in our help, blog, and learning centers.

Fee transparency:

Unlike some other retirement plan providers, ePlan Services offers an open architecture investment platform with fee transparency, meaning no hidden fees. You won’t have to think about revenue streams or agreements with third parties when making selections for your many clients—giving you the autonomy to recommend smart investments with no surprises.

Simplified and streamlined tools:

At ePlan Services, we can activate your clients’ plans in as little as one day! And, as a trusted professional who’s granted access to your clients’ accounts, you can quickly and easily guide them through their employee dashboard which gives them an updated screenshot of their current balance, contributions, investment options, and allocations.

In your clients’ retirement accounts you can navigate to their ePlan Services Retirement Outlook Calculator to help them calculate how much they may need to save for their futures. With this tool at your disposal, you can help to provide your clients with an estimated retirement savings goal—something other advisors may not be doing or have even considered.

But what about your business-owner clients who don’t yet offer their employees retirement plans? We’ve got a business solution for that as well! Many employers feel that sponsoring a retirement plan is too much of an administrative hassle or worse—too expensive. By informing them that there are considerable tax breaks on the table for sponsoring a new retirement plan, adding an automatic enrollment feature, and making employer contributions, you can address common objections. Additionally, you can show your clients how much they can save in real time with our Tax Credit Estimator. Just answer a few questions about their company and press calculate.

Even with all these tools at your disposal, you may still find yourself needing some additional support to keep your business running smoothly. There’s no need to worry because we’ve got you covered. We’ll provide you with access to our Financial Advisor Support Team, (F.A.S.T.) so you can rest easy knowing that our knowledgeable experts have got the answers you need.

Educational resources:

From the time you sit down with a client to the time they leave the appointment; they expect that you’ll provide them with financial solutions that will keep more money in their pocket and allow it to grow.  It’s normal for even the most seasoned advisors to feel the pressure to stay competitive and up to date on the latest trends in retirement.

But you can get ahead of the others by staying prepared. How? Take advantage of the many educational resources we provide for industry professionals such as yourself. We’ll help you to hone your skills by giving you access to:

•  Timely webinars produced by ePlan Services and some of our partners such as Paychex and Broadridge.
•  Our help center which provides answers to frequently asked questions
• And our learning center, which houses a library of informative articles about 401(k) plans, retirement readiness, state-administered retirement plans, and more.

Don’t get caught scratching your head when your client asks you a pressing financial question. We’ve got all the tools you need to keep you prepared at a moment’s notice.

Conclusion:

Take the guesswork out of running your business and do it more effectively than your competition by allowing ePlan Services to provide you with the business solutions you need to succeed.