The 401(k) Recordkeeper Financial Advisors Rely On

Grow your book of business when you offer the 401(k) plan with 24-hour setup, transparent pricing, and low fees.

All plans referred by a Financial Advisor get $1,000 off setup fees.

A team of experts you can rely on

It’s much simpler to effectively manage and grow your practice when you have experts backing you. From extensive retirement-desk wholesale support, quality marketing materials and a flexible platform, you can deliver the right retirement plan solution for your clients.

Online proposal generation and management
Open architecture investment options
Specialized advisor and client support

Share the ePlan Services Experience

Give your clients a sneak preview of a 401(k) plan that lets them get back to business.

Participant Guided Tour

Tools

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Plan Admin Guided Tour

Tools

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Things your clients will love when you recommend ePlan Services

24 hour setup

On average it takes 15 minutes or less to set up your client’s 401(k) retirement plan, and it’ll be funded within 24 hours.

Open-architecture investments

Whether you’re your client’s 3(38) or they’re managing their own investments, we’ve worked hard to allow flexible investment, including into virtually any mutual fund.