{"id":194,"date":"2025-06-24T21:06:51","date_gmt":"2025-06-24T21:06:51","guid":{"rendered":"https:\/\/devmultisite.eplan-inc.corp\/marketing2025\/?page_id=194"},"modified":"2026-04-16T21:08:38","modified_gmt":"2026-04-16T21:08:38","slug":"financial-advisors","status":"publish","type":"page","link":"https:\/\/secure.eplanservices401k.com\/marketing\/financial-advisors\/","title":{"rendered":"Financial Advisors"},"content":{"rendered":"\n<div class=\"container centered-content text-center has-h1\">\n\n        <h1>The 401(k) Recordkeeper <br \/>Financial Advisors Rely On<\/h1>\n    \n    \n        <div class=\"centered-content__description\">Expand your <strong>book of business<\/strong> when you recommend the 401(k) plan with 24-hour setup, transparent pricing, low fees, and <strong>excellent service<\/strong>.<\/div>\n    \n    <!--CTA-->\n    \n<\/div>\n\n\n<div class=\"background-white  \">\n    <div class=\"container\">\n                <div\n            class=\"side-image right-image align-items-center  \">\n            <div class=\"side-image__left\">\n\n                \n                                <div class=\"side-image__title\">Grow your practice with us<\/div>\n                \n                                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. <br><br>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\u2019s easy to manage and affordable for any size client.                \n                \n                <div class=\"side-image__links\">\n                    <!--Link-->\n                    \n                    <!--Modal-->\n                                        <button type=\"button\" class=\"btn btn-primary-d\" data-bs-toggle=\"modal\"\n                        data-bs-target=\"#partnerModal\">\n                        Become a partner                    <\/button>\n                    \n                    <!--Secondary Link-->\n                                    <\/div>\n\n                            <\/div>\n            <div class=\"side-image__right\">\n\n                \n                                    <img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/photo-1590650153855-d9e808231d41.jpeg\" class=\"\" alt=\"\" \/ loading=\"eager\">\n                            <\/div>\n        <\/div>\n        \n            <\/div>\n<\/div>\n\n\n\n<div class=\"cards-background-gray \">\n\n    <div class=\"container\">\n\n        \n                <div class=\"block__title\">Things your clients will love when you recommend ePlan Services<\/div>\n        \n        \n        \n        \n        \n                <!-- 2 or 3 Cards -->\n        <div class=\"cards cards-3\">\n                            <div class=\"card icon white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/icon-target.svg\" alt=\"24 hour setup\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">24 hour setup<\/h2><p class=\"card__description\">On average it takes 15 minutes or less to set up your client\u2019s 401(k) retirement plan, and it\u2019ll be funded within 24 hours.<\/p><\/div><\/div>                            <div class=\"card icon white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/icon-selection.svg\" alt=\"Open-architecture investments\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">Open-architecture investments<\/h2><p class=\"card__description\">Whether you\u2019re your client\u2019s 3(38) or they\u2019re managing their own investments, we\u2019ve worked hard to allow flexible investment, including into virtually any mutual fund.<\/p><\/div><\/div>                            <div class=\"card icon white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/icon-monitor.svg\" alt=\"A platform that promotes employee autonomy\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">A platform that promotes employee autonomy<\/h2><p class=\"card__description\">We did the research to discover what matters to participants. Our site is easy to use and invites employees to be actively engaged.<\/p><\/div><\/div>                    <\/div>\n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && navigator.clipboard.writeText) {\n        navigator.clipboard.writeText(url).then(() => {\n            showCopyFeedback(button);\n        }).catch(err => {\n            console.error('Failed to copy:', err);\n            fallbackCopy(url, button);\n        });\n    } else {\n        fallbackCopy(url, button);\n    }\n}\n\nfunction fallbackCopy(text, button) {\n    const textarea = document.createElement('textarea');\n    textarea.value = text;\n    document.body.appendChild(textarea);\n    textarea.select();\n    try {\n        document.execCommand('copy');\n        showCopyFeedback(button);\n    } catch (err) {\n        console.error('Fallback copy failed:', err);\n    }\n    document.body.removeChild(textarea);\n}\n\nfunction showCopyFeedback(button) {\n    const originalText = button.textContent;\n    button.textContent = 'Link Copied!';\n    setTimeout(() => {\n        button.textContent = originalText;\n    }, 1000);\n}\n<\/script>\n\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"background-white  \">\n    <div class=\"container\">\n        \n                <div class=\"side-image align-items-center  \">\n            <div class=\"side-image__left\">\n                <img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/10\/photo-1560250056-07ba64664864-1.jpeg\" class=\"\" alt=\"\" \/ loading=\"lazy\">\n            <\/div>\n\n            <div class=\"side-image__right\">\n                \n                                <div class=\"side-image__title\">A team of experts you can rely on<\/div>\n                \n                                It\u2019s 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.                \n                                <ul class=\"block-list\">\n                                        <li>\n                        <span>Online proposal generation and management<\/span>\n                    <\/li>\n                                        <li>\n                        <span>Open architecture investment options<\/span>\n                    <\/li>\n                                        <li>\n                        <span>Specialized advisor and client support<\/span>\n                    <\/li>\n                                    <\/ul>\n                                                <div class=\"side-image__links\">\n                    <!--Link-->\n                    \n                    <!--Modal-->\n                                        <button type=\"button\" class=\"btn btn-primary-d\" data-bs-toggle=\"modal\"\n                        data-bs-target=\" #partnerModal\">\n                        Become a partner                    <\/button>\n                    \n                    <!--Secondary Link-->\n                    \n                <\/div>\n                                            <\/div>\n        <\/div>\n            <\/div>\n<\/div>\n\n\n<div class=\"background-blue  \">\n    <div class=\"container\">\n        \n                <div class=\"side-image align-items-center  \">\n            <div class=\"side-image__left\">\n                <img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/Frame-1911@2x.png\" class=\"no-border\" alt=\"\" \/ loading=\"lazy\">\n            <\/div>\n\n            <div class=\"side-image__right\">\n                \n                                <div class=\"side-image__title\">Tools for financial advisors<\/div>\n                \n                                Our partners benefit from many features that streamline routine processing and provide unparalleled efficiency. From a single platform you can:                \n                                <ul class=\"block-list\">\n                                        <li>\n                        <span>Drill into <strong>client plans<\/strong> and access <strong>participant information<\/strong><\/span>\n                    <\/li>\n                                        <li>\n                        <span><strong>Customize fee structure<\/strong> at setup<\/span>\n                    <\/li>\n                                        <li>\n                        <span>Easily <strong>send notices<\/strong><\/span>\n                    <\/li>\n                                    <\/ul>\n                                                            <\/div>\n        <\/div>\n            <\/div>\n<\/div>\n\n\n\n<div class=\"cards-background-white \">\n\n    <div class=\"container\">\n\n        \n                <div class=\"block__title\">Helpful resources tailored to advisors<\/div>\n        \n        \n                <div class=\"block__link\">\n            <a href=\"\/marketing\/learn\/?audience=for-advisors\" class=\"link-p\">Explore all resources<\/a>\n        <\/div>\n        \n        \n        \n                <!-- 2 or 3 Cards -->\n        <div class=\"cards cards-3\">\n                            <div class=\"card blog white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/krakenimages-376KN_ISplE-unsplash.jpg\" alt=\"Prepare Your Clients for CalSavers\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">Prepare Your Clients for CalSavers<\/h2><p class=\"card__description\">Starting December 31, 2025, businesses with even 1 employee or more are required to enroll in CalSavers or another qualifying retirement plan.<\/p><div class=\"card__btn\"><a href=\"\/marketing\/article\/prepare-your-clients-for-calsavers\/\" class=\"btn btn-secondary-d\">Read<\/a><\/div><\/div><\/div>                            <div class=\"card blog white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/pexels-tima-miroshnichenko-5717512.jpg\" alt=\"How to Build Value: A Checklist for Financial Advisors\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">How to Build Value: A Checklist for Financial Advisors<\/h2><p class=\"card__description\">The keys to enticing your clients to purchase not just one, but multiple services can be found right here in our checklist for financial advisors.<\/p><div class=\"card__btn\"><a href=\"\/marketing\/article\/how-to-build-value-a-checklist-for-financial-advisors\/\" class=\"btn btn-secondary-d\">Read<\/a><\/div><\/div><\/div>                            <div class=\"card blog white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/uploads\/sites\/23\/2025\/09\/pexels-olly-789822.jpg\" alt=\"Secure Act 2.0 Tax Credits: What Small Businesses Should Know\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">Secure Act 2.0 Tax Credits: What Small Businesses Should Know<\/h2><p class=\"card__description\">Offset the costs of offering your employees a retirement plan by taking advantage of the SECURE Act small business tax breaks. <\/p><div class=\"card__btn\"><a href=\"\/marketing\/article\/secure-act-2-0-tax-credits-what-small-businesses-should-know\/\" class=\"btn btn-secondary-d\">Read<\/a><\/div><\/div><\/div>                    <\/div>\n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && 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class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_1_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_3\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_3'>Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_3' id='input_1_3' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_6\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_6'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_6' id='input_1_6' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_5\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_5'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_5' id='input_1_5' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_1_7\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_7'>Company<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_7' id='input_1_7' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_13\" class=\"gfield gfield--type-number gfield--input-type-number gfield--width-half field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_13'>Number of Employees<\/label><div class='ginput_container ginput_container_number'><input name='input_13' id='input_1_13' type='number' step='any' min='0' max='100000' value='' class='large'      aria-invalid=\"false\" aria-describedby=\"gfield_instruction_1_13\" \/><div class='gfield_description instruction ' id='gfield_instruction_1_13'>Please enter a number from <strong>0<\/strong> to <strong>100000<\/strong>.<\/div><\/div><\/div><fieldset id=\"field_1_15\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Do you have a company retirement plan?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_1_15'>\n\t\t\t<div class='gchoice gchoice_1_15_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_15' type='radio' value='Yes'  id='choice_1_15_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_15_0' id='label_1_15_0' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_1_15_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_15' type='radio' value='No'  id='choice_1_15_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_15_1' id='label_1_15_1' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_1_16\" class=\"gfield gfield--type-number gfield--input-type-number gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_16'>What is the estimated total in Plan Assets?<\/label><div class='ginput_container ginput_container_number'><input name='input_16' id='input_1_16' type='text' step='any'   value='' class='large'      aria-invalid=\"false\"  \/><\/div><\/div><fieldset id=\"field_1_17\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Is a financial professional assisting you with your company retirement plan?<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_1_17'>\n\t\t\t<div class='gchoice gchoice_1_17_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_17' type='radio' value='Yes'  id='choice_1_17_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_17_0' id='label_1_17_0' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_1_17_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_17' type='radio' value='No'  id='choice_1_17_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_17_1' id='label_1_17_1' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_1_18\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-full select-discuss gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_18'>What do you want to discuss?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_18' id='input_1_18' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='Select an option' >Select an option<\/option><option value='Get a free quote' >Get a free quote<\/option><option value='See a demo on the platform' >See a demo on the platform<\/option><option value='Talk to Sales' >Talk to Sales<\/option><option value='Other' >Other<\/option><\/select><\/div><\/div><div id=\"field_1_19\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full textarea-more field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_19'>Please tell us more<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_19' id='input_1_19' class='textarea large'   maxlength='1000'   aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_1_21\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><div class='ginput_container ginput_container_text'><input name='input_21' id='input_1_21' type='hidden' class='gform_hidden'  aria-invalid=\"false\" value='https:\/\/secure.eplanservices401k.com\/marketing\/wp-json\/wp\/v2\/pages\/194' \/><\/div><\/div><div id=\"field_1_23\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full input-payroll-vendor field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_23'>Payroll Vendor<\/label><div class='ginput_container ginput_container_text'><input name='input_23' id='input_1_23' type='text' value='' class='large'  aria-describedby=\"gfield_description_1_23\"    aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_1_23'>This field is hidden. We are using this to track from \/our-services\/payroll-integrations\/<\/div><\/div><div id=\"field_1_9\" class=\"gfield gfield--type-captcha gfield--input-type-captcha gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_9'>CAPTCHA<\/label><div id='input_1_9' class='ginput_container ginput_recaptcha' data-sitekey='6Lc40F4UAAAAAEaJv15Cymeb3sgsXVVlZmLOjkES'  data-theme='light' data-tabindex='0'  data-badge=''><\/div><\/div><\/div><\/div>\n        <div class='gform-footer gform_footer top_label'> <input type='submit' id='gform_submit_button_1' class='gform_button button' onclick='gform.submission.handleButtonClick(this);' data-submission-type='submit' value='Send Message'  \/> <input type='hidden' name='gform_ajax' 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value='1' \/>\n            <input type='hidden' name='gform_field_values' value='' \/>\n            \n        <\/div>\n                        <p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"ak_\"><label>&#916;<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"151\"\/><script>document.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );<\/script><\/p><\/form>\n                        <\/div>\n\t\t                <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_1' id='gform_ajax_frame_1' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'><\/iframe>\n\t\t                <script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n gform.initializeOnLoaded( function() {gformInitSpinner( 1, 'https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', false );jQuery('#gform_ajax_frame_1').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_1');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_1').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){form_content.find('form').css('opacity', 0);jQuery('#gform_wrapper_1').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_1').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_1').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/ jQuery(document).scrollTop(jQuery('#gform_wrapper_1').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_1').val();gformInitSpinner( 1, 'https:\/\/secure.eplanservices401k.com\/marketing\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', false );jQuery(document).trigger('gform_page_loaded', [1, current_page]);window['gf_submitting_1'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_1').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_1').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [1]);window['gf_submitting_1'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_1').text());}else{jQuery('#gform_1').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"1\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);        if (event && event.defaultPrevented) {                return;        }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_1\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_1\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_1\" );        let postRenderFired = false;        function triggerPostRender() {            if ( 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alt=\"\" \/ loading=\"lazy\"><a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a><img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" \/ loading=\"lazy\"><a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"supportModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Contact our support team<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        \n                <div 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0L367.248 412.502C335.862 434.854 297.467 448 256 448c-106.039 0-192-85.962-192-192z' fill='rgba(17, 35, 55, 0.65)'\/%3E%3C\/svg%3E\");--gf-label-space-y-secondary: var(--gf-label-space-y-md-secondary);--gf-ctrl-border-color: #686e77;--gf-ctrl-size: var(--gf-ctrl-size-md);--gf-ctrl-label-color-primary: #112337;--gf-ctrl-label-color-secondary: #112337;--gf-ctrl-choice-size: var(--gf-ctrl-choice-size-md);--gf-ctrl-checkbox-check-size: var(--gf-ctrl-checkbox-check-size-md);--gf-ctrl-radio-check-size: var(--gf-ctrl-radio-check-size-md);--gf-ctrl-btn-font-size: var(--gf-ctrl-btn-font-size-md);--gf-ctrl-btn-padding-x: var(--gf-ctrl-btn-padding-x-md);--gf-ctrl-btn-size: var(--gf-ctrl-btn-size-md);--gf-ctrl-btn-border-color-secondary: #686e77;--gf-ctrl-file-btn-bg-color-hover: #EBEBEB;--gf-field-img-choice-size: var(--gf-field-img-choice-size-md);--gf-field-img-choice-card-space: var(--gf-field-img-choice-card-space-md);--gf-field-img-choice-check-ind-size: var(--gf-field-img-choice-check-ind-size-md);--gf-field-img-choice-check-ind-icon-size: var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}<\/style><div id='gf_3' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">Contact Our Support Team<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_3' id='gform_3'  action='\/marketing\/wp-json\/wp\/v2\/pages\/194#gf_3' data-formid='3' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_3' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_3_23\" class=\"gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_23'>Your Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_23' id='input_3_23' type='text' value='' class='large' maxlength='200'    aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_3_6\" class=\"gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_6'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_6' id='input_3_6' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_3_5\" class=\"gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_5'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_5' id='input_3_5' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_3_20\" class=\"gfield gfield--type-select gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_20'>Your role<\/label><div class='ginput_container ginput_container_select'><select name='input_20' id='input_3_20' class='large gfield_select'     aria-invalid=\"false\" ><option value='' >Select your role<\/option><option value='I&#039;m an employee participating in the 401(k) plan' >I&#039;m an employee participating in the 401(k) plan<\/option><option value='I&#039;m a 401(k) plan administrator' >I&#039;m a 401(k) plan administrator<\/option><option value='I have a role not mentioned above, such as Advisor or TPA' >I have a role not mentioned above, such as Advisor or TPA<\/option><\/select><\/div><\/div><div id=\"field_3_21\" class=\"gfield gfield--type-select gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_21'>What do you need help with?<\/label><div class='ginput_container ginput_container_select'><select name='input_21' id='input_3_21' class='large gfield_select'     aria-invalid=\"false\" ><option value='' >Select an option<\/option><option value='General Feedback' >General Feedback<\/option><option value='Loan' >Loan<\/option><option value='Distribution' >Distribution<\/option><option value='Logging In' >Logging In<\/option><option value='Other' >Other<\/option><\/select><\/div><\/div><div id=\"field_3_22\" class=\"gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_22'>Other<\/label><div class='ginput_container ginput_container_text'><input name='input_22' id='input_3_22' type='text' value='' class='large'      aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_3_19\" class=\"gfield gfield--type-textarea gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_19'>Describe your problem<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_19' id='input_3_19' class='textarea small'   maxlength='1000'   aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_3_9\" class=\"gfield gfield--type-captcha gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_9'>CAPTCHA<\/label><div id='input_3_9' class='ginput_container ginput_recaptcha' data-sitekey='6Lc40F4UAAAAAEaJv15Cymeb3sgsXVVlZmLOjkES'  data-theme='light' data-tabindex='0'  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contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_3');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_3').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){form_content.find('form').css('opacity', 0);jQuery('#gform_wrapper_3').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_3').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_3').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/ 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false;wp.a11y.speak(jQuery('#gform_confirmation_message_3').text());}else{jQuery('#gform_3').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"3\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);        if (event && event.defaultPrevented) {                return;        }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_3\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_3\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_3\" );        let postRenderFired = false;        function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            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decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" \/ loading=\"lazy\"><a href=\"tel:8888274749\">888-827-4749<\/a><\/div>                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"partnerModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog modal-lg\">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Partner registration<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        \n                <div class='gf_browser_gecko gform_wrapper gform-theme gform-theme--foundation gform-theme--framework gform-theme--orbital' 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var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}<\/style><div id='gf_2' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">Partner Registration<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_2' id='gform_2'  action='\/marketing\/wp-json\/wp\/v2\/pages\/194#gf_2' data-formid='2' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_2_14\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >\n<p class=\"p-0 m-0\">Provide the information below and we\u2019ll be in touch soon to begin the registration process. 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class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_3' id='input_2_3' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_4\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_4'>Business Email Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_4' id='input_2_4' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_2_19\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_19'>CRD (Central Registration Depository) Number<\/label><div class='ginput_container ginput_container_text'><input name='input_19' id='input_2_19' type='text' value='' class='large'  aria-describedby=\"gfield_description_2_19\"    aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_2_19'><a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\">Find your CRD number<span class=\"visually-hidden\">opens in a new tab<\/span><\/a><\/div><\/div><div id=\"field_2_11\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_11'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_2_11' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_6\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_6'>What type of partnership are you interested in?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_6' id='input_2_6' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected'>Select a partnership type<\/option><option value='I am an Advisor' >I am an Advisor<\/option><option value='I represent a Financial Institution' >I represent a Financial Institution<\/option><option value='I am a Third Party Advisor' >I am a Third Party Advisor<\/option><\/select><\/div><\/div><div id=\"field_2_15\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >What advisory firm are you associated with?<\/div><div id=\"field_2_17\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below 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href=\"tel:8888274749\">888-827-4749<\/a>\r\n\r\n                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":20,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-194","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Advisor Partners - ePlan Services<\/title>\n<meta name=\"description\" content=\"The 401(k) recordkeeper that Financial Advisors rely on, with experts at the ready to help you deliver the right retirement solution for your clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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