Get expert assistance
with plan administration

ePlan Services can help you with 3(38), 3(21), and 3(16) investment management, so you can remain focused on your business.
Protect your business from pitfalls
Every good business owner knows how to delegate effectively. By offloading ERISA requirements to ePlan Services experts, you minimize the risk of non-compliance while seizing back precious time to focus on growth. You can delegate:
  • Compliance testing such as the top-heavy test
  • Government filing requirements like Form 5500
  • Investment selection
3(21)
Fiduciary

A partner in managing your retirement plan, the 3(21) is the most popular choice for small-medium businesses. They make recommendations and complete compliance filings, but you retain full control over your retirement plan.

3(38)
Fiduciary

A registered financial advisor who manages your plan’s investments, with full control over your retirement plan.

3(16)
Fiduciary

An expert who is responsible for managing your plan in compliance with legal requirements. They complete the reporting and filing, so you don’t have to.

Establish a 401(k) in 24 hours