We are committed to our 401(k) partners

For Retirement Advisors

As a retirement advisor looking to deliver greater value to your clients, ePlan Services gives you the edge in a highly competitive 401(k) marketplace.

Some of the standard features present on the ePlan Services platform include:

• doneOnline Proposal Generation and Management
• doneOpen Architecture Investment Options
• doneFee Transparency
• doneOnline Plan & Participant Account Acces
• doneModel Portfolios
• doneBook Level Reporting

In addition, ePlan Services provides the support you need to effectively manage and grow your practice. From extensive retirement-desk wholesale support, quality marketing materials and a flexible platform, you can deliver the right retirement plan solution for your clients.

Download our Advisor Brochure below for an overview of our 401(k) services and solutions.

Advisor Brochure This document will open in a new tab

For Third Party Administrators

As an Internet-based service provider, ePlan Services has developed a proprietary software platform that fundamentally changes the dynamics of managing retirement plan data. As a result, our TPA Partners benefit from many features that streamline routine processing and provide unparalleled efficiency.

ePlan Services provides a true, open-architecture investment platform that enables every plan to access the best investment options – including virtually any mutual fund. In addition, we make mutual fund concessions available to our TPA Partners, to determine the appropriate use of these fees – by retaining them for their services or crediting them back to the plan and participants.

ePlan Services also enables our TPA Partners to control their clients’ data. Unlike other record-keepers we enable you to truly own your retirement plan business. Simply stated, our goal is to provide the most efficient recordkeeping and administration solution in the industry, to enable our TPA partners to more profitably grow their businesses.

TPA BrochureThis document will open in a new tab

For Financial Institutions

It has become widely accepted that small and medium-sized businesses (SMB) are the last green-field opportunity in the retirement plan marketplace. As a result, today, growing your retirement business means participating in this next wave of retirement plan growth by offering a compelling solution to SMBs.

Since 1999, ePlan Services has demonstrated leadership in the establishment, growth and retention of retirement plan business in the SMB market. Today, we work with organizations as diverse as local TPAs, retirement advisors, regional brokerage organizations and Fortune 50 banks, as well as leading mutual fund and payroll companies.

In partnership after partnership, we’ve proven our unique ability to design, build and support retirement products for financial advisors, third party administrators and SMBs. As the vanguard of fee-based retirement plans, we know what it takes to successfully develop fee-based products and to sell them in the marketplace.

If you are interested in entering the SMB market for fee-based retirement plans or looking to realize more value from your existing business, ePlan Services is the right solution for your organization.