30-Minute Close

As one the leading providers of retirement plan solutions to small and medium-sized businesses, we have learned that it is imperative to be mindful of your clients valuable time.

Therefore ePlan Services enables you to establish and fully install a plan in just minutes - rather than the standard three to six weeks. So, you can go from proposal to enrollment in a single meeting, and fund your client’s plan - all in the same day.

For conversion plans, we provide a dedicated conversion specialist to coordinate the plan’s transition. But unlike other service providers, ePlan Services enables the plan sponsor to immediately begin funding their new plan - before the conversion information is received.

In addition, ePlan Services provides intensive wholesale support to assist advisors with plan design, including pro-forma modeling of standardized and non-standardized plans.

Some examples of plan designs we can provide for you and your clients are:

Nobody makes it easier to win more business than ePlan Services! Contact us, today, to discover how ePlan Services can help you develop and close more business.