Find your regional retirement wholesaler
As a financial advisor, you’re committed to finding the best retirement solutions for your clients. ePlan Services’ team of regional retirement wholesalers is here to make that easier. Click on a state to email or schedule a call with the wholesaler for that area, and they can get an ePlan Services 401(k) set up for your client in 24 hours.
An ePlan Services 401(k) offers
24-hour plan setup
We can get a 401(k) plan established in 15 minutes and funded in just 24 hours. Our team will be here to support you through our simple online process.
Plan management tools
An open-architecture investment structure, services like payroll integration, and streamlined employee management make it easy to admin a 401(k) plan.
Compliance support
Our guided online annual plan review process and support for document filing can offer peace of mind during compliance season.
Grow your book of business with ePlan Services