Retirement Services Blog

you're required to begin taking Required Minimum Distributions, (RMDs), by April 1st of the year after you turn 73. If you’re still working, you can delay RMDs until retirement unless you own more than 5% of the business that sponsors the plan.

A 401(k) plan is a retirement savings plan provided by your employer. To participate in the plan, you can either sign up or allow your automatic enrollment.  

With factors like compound returns, you can rest easy knowing you're on the right path to retiring comfortably.

Our numbers speak for themselves! As of 2025, ePlan Services has over 137,000 active participant accounts and over 10,000 clients.

Your ePlan Services employee dashboard gives you the ability to manage your account in just a few clicks

Before you retire, you’ll need to keep track of your monthly expenses, so you’ll know how much money you’ll need each month for your necessities.

Let’s take a closer look at the rules and regulations surrounding your 401(k) and divorce proceedings.

If you’re unfamiliar with auto-escalation, don’t worry. We’ll give you all the details, so you’ll be well informed on the subject.

Starting in 2025, certain employers must automatically enroll their employees into their company’s retirement plan. This can have a positive effect on your retirement outlook, and here’s why.

Participating in your employer’s retirement plan may prove beneficial for you in the long run. Contributing now is crucial to maximizing potential gains from compounding interest.

Make informed decisions and get more out of your retirement plan by learning these 401(k) terms.