As an Internet-based service provider, ePlan Services has developed a proprietary software platform that fundamentally changes the dynamics of managing retirement plan data. As a result, our TPA Partners benefit from many features that streamline routine processing and provide unparalleled efficiency.

ePlan Services provides a true, open-architecture investment platform that enables every plan to access the best investment options - including virtually any mutual fund. In addition, we make mutual fund concessions available to our TPA Partners, to determine the appropriate use of these fees - by retaining them for their services or crediting them back to the plan and participants.

ePlan Services also enables our TPA Partners to control their clients’ data. Unlike other record-keepers we enable you to truly own your retirement plan business. Simply stated, our goal is to provide the most efficient recordkeeping and administration solution in the industry, to enable our TPA partners to more profitably grow their businesses.

We invite you to take a few minutes to explore this website, to learn why ePlan Services should be your trusted partner. Also, please download our Third-Party Administrator brochure for a concise overview of our many solutions:

Contact us, today, to learn how a partnership with ePlan Services can help you take your retirement practice to the next level.