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ePlan Services 401(k)

Small company focus
Big company benefits

We offer a full-service online retirement plan with
flexible features and service options

15 Minute Setup

On average, it takes 15 minutes or less to set up or convert your retirement plan

Financial Guidance

Get personalized assistance by partnering with your trusted financial professional

Dynamic Pricing

As your company and retirement plan evolve, our pricing adjusts so that you get the best deal

Onboarding

At ePlan Services 401(k), you will have a dedicated and direct point of contact to help you get set up on your 401(k) plan. Once you’ve signed up, our team does a complete review of your documents and will schedule a welcome call with you.

During the welcome call, we will verify that all of the information about your plan is correct and walk you through the site to make sure you know how to navigate to all of the tasks that you need to complete. We also help you understand how to process payroll contributions. And if you have any questions, our team is here to help.

We have the technology to support you and your business

100% Fee Transparency: We give total visibility into the expenses and fees associated with your plan

Mesirow Financial: Take the investment fiduciary responsibility off of your plate by using a 3(21) or 3(38) service

Payroll Integration: Streamline your administrative duties by working with a payroll provider

Return of Concessions: Money earned as concessions from investment families is returned to 401(k) participants

Solo(k): We offer 401(k) plans for single-employee, and single employee & spouse, businesses

Financial Data Platforms: Share data with your advisor by integrating with Retirement Plan Advisor Group, Envestnet, or Fi360

See all of our services

We work with the best in the industry

We have access to nearly every investment available in the open market, from dozens of the most respected investment companies, including:

Vanguard logoFidelity Investments logoBlack Rock logoAmerican Funds logoOppenheimer Funds logo

Ready to learn more?

Our sales team is ready to walk you through our full-service 401(k) products.

Contact Us