ePlan Services has the experience needed to operate successful 401(k) plans for small and medium sized businesses
ePlan Services is trusted by more than 155,000 employees
More than 9,000 employers use ePlan Services' 401(k) solutions
ePlan Services was founded in 1999 for the purpose of distributing 401(k) plans to the small and medium size business community through Fee-Based Advisors, RIA’s and White Label Partners. In June of 2011, ePlan Services was acquired by Paychex, Inc and is still a wholly owned subsidiary of Paychex today.
At ePlan Services we provide innovative solutions for the design, provision, and management of 401(k) plans. We are trusted by banks, third party administrators, and independent advisors to operate their 401(k) programs. Contact us to learn more about partnership opportunities for retirement businesses of all sizes.
Explore our ServicesWe understand that saving money in a 401(k) plan is a complex and demanding task for many employees. We are completely transparent about fees and investments so employees can trust that they are making decisions based on reliable information.
Our retirement outlook calculator can help employees understand how to meet their retirement goals, and other tools and resources are available that explain 401(k) and investing topics. Finally, our service team is an email or phone call away to help with any questions that employees or employers have about their 401(k) plan.
