ePlan Services - 30 Minute Close

Retirement Advisors
Third-Party Administrators
Financial Institutions
Employers/Plan Sponsors

Sales Group
1-888-384-6767


	No More Waiting Streamline your plan establishment and conversion processes, to better position yourself to close more business.

30-Minute Close

ePlan Services’ web-based applications enable TPAs to create a complete 401(k) plan online, including the pre-population of various documents:

Plan Adoption Agreement
Plan Services Agreement (incl. your fees)
Plan Enrollment Forms
Plan Disclosures/Notices

ePlan Services’ platform streamlines the plan establishment and installation process, from weeks to minutes. You can go from plan design to census loading, and enrollment to posting the first contribution - all in the same day. Your advisors and plan sponsors will love our efficient use of their time, and you will be freed up to provide higher value-added services to your clients.