Value Pricing

Through unparalleled processing efficiency, ePlan Services provides superior service at a fraction of the cost of traditional providers. Our integrated approach enables ePlan Services to provide an unrivaled open-architecture investment platform, at a price point you and your clients will value.

ePlan Services’ integrated approach to the TPA-enabled retirement plan business allows ePlan Services to provide an unrivaled open-architecture investment platform, which includes the disclosure of all asset-based fees and mutual fund concession credits (if applicable). The combination of our explicit pricing model and this fully-integrated pricing solution enables clients to clearly see and better understand their plans fees and expenses.

In addition, because ePlan Services’ platform is operated as an Application Service Provider (ASP), there is no need to install software or pay licensing fees to access this extraordinary solution. You simply access your clients’ records through a standard Internet connection and web browser.

Our explicit pricing is both simple and straight-forward, and enhances profits by winning the absolute trust of your clients. As a result, you can provide your clients a truly extraordinary value with ePlan Services.
See our Value Pricing

Contact us, today, to learn how ePlan Services’ Value Pricing can help you take business into the future with an affordable open-architecture retirement plan solution.