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5-Step Program

Our intuitive application enables you to start a 401(k) plan, today, that is both cost effective and easy to use.

Establishing and maintaining your company’s 401k plan is simple and convenient with ePlan Services. Our internet-based technology means there is no software to buy, install or update.

ePlan Services’ award-winning interfaces allow you to set-up or convert your retirement plan right at your desk - in 15 minutes or less. Our platform enables you to designate:

  • Employee eligibility restrictions
  • Employee vesting structures
  • Payroll deferral parameters
  • Optional company contributions

In addition, we offer a highly specialized support group dedicated to serving your needs, from plan design assistance to plan funding and beyond.

STRAIGHTFORWARD ONLINE ENROLLMENT:
Once your plan has been established, we provide materials and tools to get the word out about your new retirement plan - including online enrollment materials and sample announcements.

In addition, your employees have easy online access to investment information and education materials, as well as individualized account information. For those who are not “online” - these materials may be printed and distributed, making it easy for employees to determine how much to save and where to invest.

You will benefit from a reduced administrative burden and higher employee participation levels - creating an overall successful retirement plan.