Retirement Services Blog

Now that your clients are in the know, help them understand that they do have options. Many California business owners might choose CalSavers by default; you can point them in a smarter direction.

Starting December 31, 2025, businesses with even 1 employee or more are required to enroll in CalSavers or another qualifying retirement plan.

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.

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.

Though the idea of retirement planning may seem overwhelming — or, worse, boring — it doesn’t have to be.

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.

Your clients may provide company-sponsored retirement plans for their employees, but are your clients participating themselves?

While Social Security may prove helpful as supplemental income, it shouldn’t be depended on to meet all of their needs.

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.