ePlan Services has established itself as one of the preeminent
retirement service providers in the country. We cater to thousands of
retirement plan clients, from coast to coast.
Our standard recordkeeping and administrative services include the
following:
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PROGRAM
FEATURES
- Over 50 Open Architecture/ fund families
- No-Load/Load-Waived mutual fund trading
- Online 15-Minute Plan Establishment
- Online “Open Enrollment” for employees
- Online Plan Disclosures:
- Summary Plan Description (SPD)
- Summary Annual Report (SAR)
- Loan Policy (if applicable)
- IRS-Approved Plan Document
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RECORDKEEPING
& ADMINISTRATION
- Daily Valuation Accounting
- Unlimited Intra-Account Transfers
- Integrated Voice Response System
- Age-weighted & New Comparability
- Online Contribution Processing
- Optional Participant Loans
- Quarterly Account Statements
- Annual Plan Review & Compliance Testing
- Signature-Ready Form 5500
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EMPLOYER
ONLINE SERVICES
- Daily Plan Snapshot
- Account Profile Management
- Employee Census Management
- Employee Deferral Tracking
- Proactive E-mail Notifications
- Toll-Free Administrative Assistance
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EMPLOYEE
ONLINE SERVICES
- Daily Account Snapshot
- Account Profile Management
- Manage Deferral Elections
- Manage Investment Elections
- Toll-Free Participant Assistance
- Retirement Planning Tools & Calculators
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