Flexible Solutions

ePlan Services has established itself as one of the preeminent retirement service providers in the country. We are committed to working with you, in the manner which best serves you and your clients’ needs and objectives.

ePlan Services provides services to thousands of retirement plan clients, through both our bundled and TPA-enabled service models:

Bundled Structure:
In our bundled structure, ePlan Services performs as a full-service provider, performing all requisite recordkeeping and administrative services. From contributions, distributions and loans processing to annual compliance testing and Form 5500 filings - we provide a turn-key solution for you and your clients.

TPA-Enabled Structure:
In our TPA-Enabled structure, ePlan Services acts as a value-added record-keeper. A local Third Party Administrator (TPA) can be plugged-in to perform hands-on services for your clients, assisting with everything from transaction processing to compliance testing.

Contact us, today, to learn how ePlan Services’ flexible solutions can empower you to win more business, and streamline your data management processes to make it more profitable.