The Right Partner, The Right Solutions

Innovative Technology-Driven Outsource Solutions

ePlan Services is a premier provider of outsource solutions to the U.S. defined contribution industry. Our proprietary technology platform's demonstrated efficiencies power the most competitive solutions, with cost-effective services.

  • Open Architecture Investment Platform
  • Convenient & Intuitive Websites
  • Flexible & Efficient Applications
  • Superior Client Service

As one of the fastest growing 401(k) service providers in the country, ePlan Services supports the retirement businesses of organizations as diverse as regional third-party administrators and broker/dealers as well as Fortune 50 Banks and national payroll service providers.

retirement advisors

third-party administrators

financial institutions

employers and plan sponsors