When dealing with small business owners, it is imperative to be mindful of time, so ePlan Services enables you to establish and fully install a plan in just minutes, rather than the standard three to six weeks. You can go from proposal to enrollment in a single meeting, and fund your client's plan &emdash; all in the same day.
In addition, ePlan Services provides intensive wholesale support to assist advisors with plan design, including pro-forma modeling of standardized and non-standardized plans:
- Safe Harbor 401(k)
- Traditional 401(k)
- Auto-Enrollment and auto-increase.
- Single Employee 401(k)