Brand Management Our unique internet environments enable you to create a uniquely branded solution that leverages our technology to penetrate the SMB market.
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Control Your Product
ePlan Services supports private-labeled products ranging from local TPAs and regional brokerage organizations to Fortune 50 banks and national payroll companies.
An ePlan Services private-labeled product enables our partners to:
- Control branding and messaging
- Customize investment menus and options
- Develop tailored service delivery models
- Create significant revenue opportunities
In addition, the ePlan Services platform can be configured to work with a variety of defined-contribution plan types, including standard and non-standard employer-sponsored retirement plans as well as owner-only and multiple employer 401k plans.
Whether you are looking for a comprehensive solution or a niche product, ePlan Services has a solution that will support your objectives.