Product Solutions

ePlan Services offers product solutions that include our standard program, ePlan Services 401k, and private-labeled products for our trusted partners. All of our products carry the same themes of open architecture, explicit pricing and fee transparency, so we’re confident we have a solution that you and your clients will find compelling.

STANDARD PROGRAM:
The ePlan Services standard program is designed for independent advisors and Third Party Administrators. We endeavor to provide the lowest sponsor costs, competitive asset-based pricing and access to the highest quality investment options.

We can work as a bundled, full-service provider or work with your local TPA partner to provide a hybrid service model. Whatever your preference, you can start selling the ePlan Services 401k immediately.

Please visit www.eplanservices401k.com, to learn more about our standard open-architecture retirement plan platform.

PRIVATE-LABELED PROGRAMS:
If you are an advisor whose retirement plan business constitutes a significant revenue source - generally closing over $10 million in 401k assets, annually, or selling at least 25 plans per year, then it may make sense to develop a private-labeled program with ePlan Services.

In developing a customized, private-labeled program, you can:

For a nominal development and annual maintenance fees, there is no better way to distinguish yourself in the marketplace than with an ePlan Services’ private-labeled program. With ePlan Services you can build a private-labeled 401k program to extend your brand and truly own your retirement plan business.

Today, ePlan Services supports private-labeled products ranging from local TPAs and regional brokerage organizations to Fortune 50 banks and national payroll companies. So, you can be confident that ePlan Services is equipped to support your business.