Fee Transparency

ePlan Services believes the pricing of retirement plans should be simple, straight-forward and transparent. Therefore, ePlan Services is a full-disclosure service provider, detailing all fees paid out of the plan’s assets on the plan trust statements. We earn our fees - and believe in presenting them in a clear, straight-forward manner.

What is Concession-Neutral?
ePlan Services provides special concession handling services - for plans with a minimum balance of $250,000, enabling mutual fund concessions to reduce a plan’s total cost. Hereto plan expenses are off-set by concession credits, and in some cases net credits become available to pay for additional plan-related services. In the event that available concessions exceed plan expenses, ePlan Services’ proprietary concession tracking systems can credit excess concession back to the plan.

Herein ePlan Services has revolutionized the tracking of mutual fund concessions, whereby concessions are tracked at the participant-level - by investment. This provides a truly accurate method for crediting mutual fund concessions back to the participant that paid them, rather than allocating the concessions across the entire plan and all participants.

Contact us to discover how fee transparency and concession neutrality can build better client relationships and insulate your business from takeover.