Investments & Education Participants need

A Retirement Solution for You and Your Employees

Provide a cost-effective retirement benefit that will help you and your employees plan for a better future.

Employers Plan Sponsors

Investment Education

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ePlan Services provides a diverse array of investment options including dozens of the most respected mutual funds and exchange-traded funds. Your employees can choose from a variety of investment categories and styles - all the choices they need to build a diversified retirement portfolio.

In addition, we provide employees the information and tools they need to understand the plan’s investment options and achieve their individualized retirement goals. Thereto ePlan Services provides online access to:

  • Morningstar Mutual Fund Snapshots, which provide detailed information about a fund’s investment objectives, management style and historical returns. Visit them online at morningstar.com.
  • MasteryPoint OnCourse Planning Software, which provides informative retirement planning materials and modeling tools designed to help employees plan for retirement effectively. Visit them online at www.eplaneducation.com

Contact your retirement planning professional to learn how they can help you effectively manage and grow your company’s 401k plan with ePlan Services.