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
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:





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