- Professional Support
- Investments/Education
- Tax Incentives
- Ease of Use
- Standard Features
- Value Pricing
Information Is Power Our online applications enable you and your employees to become better consumers, by providing retirement planning and investment information at your fingertips.
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Investments & Education Participants need
ePlan Services provides a diverse array of investment options including dozens of the most respected mutual funds and exchange-traded funds. Your employees can choose from a variety of investment categories and styles - all the choices they need to build a diversified retirement portfolio.
In addition, we provide employees the information and tools they need to understand the plan’s investment options and achieve their individualized retirement goals. Thereto ePlan Services provides online access to:
- Morningstar Mutual Fund Snapshots, which provide detailed information about a fund’s investment objectives, management style and historical returns. Visit them online at morningstar.com.
- MasteryPoint OnCourse Planning Software, which provides informative retirement planning materials and modeling tools designed to help employees plan for retirement effectively. Visit them online at www.eplaneducation.com
ePlan Services 401k is a full-service retirement solution designed to empower employees to help them plan for a better future. Please visit www.eplanservices401k.com, to learn more about this extraordinary product.