Meet ePlan Services

ePlan Services has been helping businesses like yours with retirement planning for over 20 years.

Our Story

We began in 1999 with a mission to provide 401(k) solutions to small and mid-sized business like yours. In June of 2011, ePlan Services was acquired by Paychex Inc. and we are still a part of the Paychex family today.

Sales

A team of retirement experts who can help you find the right fit. We also provide consulting to Financial Advisors!

Implementation

Our friendly implementation team work with you to set up and fund your plan in 24 hours.

Support

Need help? Reach out to our specialized support team: we’re looking forward to lending a hand.

3 Billion + Assets

We’ve got all the knowledge and resources needed to run successful 401(k) plans for your business.

155,000 + Plan Participants

More than 155,000 employees place their trust in ePlan Services.

9,000+ 401(k) Clients

Over 9,000 employers count on our exceptional 401(k) solutions.

Exceptional solutions for financial professionals

We provide financial advisors, third party administrations, banks, and CPAs with exceptional solutions for the management, provisions, and design of 401(k) plans. Reach out to us for more information about partnership opportunities.

Participants trust ePlan Services

ePlan Services is trusted by over 155,000 employees.

We provide a host of tools and resources that make managing and making adjustments to 401(k) accounts a breeze.

Implement a 401(k) for your business within 24 hours