Get Your Clients’ 401(k) Plans Activated Quickly

Between state retirement plan mandates and additions to the SECURE Act requiring business owners to enroll in retirement plans next year, your client probably needed a retirement plan yesterday. If they’re feeling the pressure of that loudly ticking clock, they may find relief in an ePlan Services retirement plan that can be activated in as little as one day. But how do we make plan setup so quick and easy? Allow us to explain.

Key Takeaways:

• Your clients will receive valuable help with plan selection.
• 401(k) plan setup is conveniently done online.
• ePlan Services can activate your clients’ plans in less time than other providers.

Guided 401(k) plan selection:

Business owners may be feeling the mounting pressure of choosing the right retirement plan for their needs. There are so many factors to consider: for example, what compliance tests are required? Even knowing what to ask can be challenging and may require experience. But your clients can take comfort in knowing they can lean on experts who can help them quickly identify the best choice for their organization.

After a brief welcome call to answer questions and address concerns, your clients will be armed with the knowledge they need to make the right choice for their business based on their size, history, and location.

Easy online setup:

The ePlan Services Sales Team will set up your clients’ retirement plans in as little as one day. But our commitment to rapid plan setup doesn’t end there, because your clients will also gain access to a user-friendly product that allows their employees to quickly configure their 401(k)s. After the initial 401(k) plan setup, participants can log in to their employee dashboards and choose their plan beneficiaries, 401(k) deductions, and investment funds. The streamlined dashboard puts participants in the driver’s seat and gives them greater control over their retirement future.

ePlan Services may be the most efficient choice:

Every business owner wants to work with a plan provider that can set their plans up quickly and reliably. By combining access to advanced technology, years of industry experience, and best-in-class training methods, the ePlan Services team doesn’t just stand out compared to the competition. We stand ready to exceed your clients’ expectations.

Conclusion:

Your clients have a slew of retirement plan providers to choose from. However, an ePlan Services retirement plan can be set up quickly and keep them in compliance with state mandates. As a seasoned financial advisor, it’s up to you to ensure your clients are prepared as soon as possible. Our knowledgeable professionals will guide your clients through every step of the 401(k) setup process and have it ready when they need it.