The 401(k) Recordkeeper
Financial Advisors Rely On

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

Grow your practice with us

Unlike other record-keepers we enable you to truly own your retirement plan business. We provide the most efficient record-keeping and administration solution in the industry, so you can more profitably grow.

We have no minimum requirement for asset size, contributions, or headcount. By partnering with ePlan Services, you add value to your services by offering an online retirement plan that’s easy to manage and affordable for any size client.

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.

A platform that promotes employee autonomy

We did the research to discover what matters to participants. Our site is easy to use and invites employees to be actively engaged.

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.