Retirement Services Blog

The Government Accountability Office (GAO), is currently investigating how retirement providers use certain types of data during their sales process.

As a financial advisor, you have a prime opportunity to help your business-owner clients properly prepare and inform their employees of the necessary steps to take to participate in the company-sponsored retirement plan.

By reviewing your client’s current SPD, you can help them to benchmark their plan and determine if it is bringing them the features and value they seek

To help your existing clients make a smart and advantageous decision while also fostering relationships with potential prospects, take these factors into account.

Working with ePlan Services can prove beneficial by providing you with excellent contacts, resources, and opportunities to save your clients money.

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.

When you recommend our services to your many clients, we’ll ensure they get $1000 off their plan set up.

As a trusted financial advisor, your clients are going to need your help selecting and enrolling in a retirement plan that will suit the needs of their business.

Whether your clients establish a 401(k) retirement plan, contribute to a plan, or add an auto-enrollment feature to their plan, there’s a potential tax credit for that!

ePlan Services offers easy plan setup so your clients can rest easy. We also provide excellent support for any issues your clients may encounter.

Demand for small business retirement plans is expected to boom, and as a seasoned financial advisor, your business-owner clients need you to help them select the best plan for their needs.