Standard Program Features

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

Standard Features

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ePlan Services has established itself as one of the preeminent retirement service providers in the country. We cater to thousands of retirement plan clients, from coast to coast.

Our standard recordkeeping and administrative services include the following:

PROGRAM FEATURES

  • Over 50 Open Architecture/ fund families
  • No-Load/Load-Waived mutual fund trading
  • Online 15-Minute Plan Establishment
  • Online “Open Enrollment” for employees
  • Online Plan Disclosures:
    • Summary Plan Description (SPD)
    • Summary Annual Report (SAR)
    • Loan Policy (if applicable)
    • IRS-Approved Plan Document

EMPLOYER ONLINE SERVICES

  • Daily Plan Snapshot
  • Account Profile Management
  • Employee Census Management
  • Employee Deferral Tracking
  • Proactive E-mail Notifications
  • Toll-Free Administrative Assistance

RECORDKEEPING & ADMINISTRATION

  • Daily Valuation Accounting
  • Unlimited Intra-Account Transfers
  • Integrated Voice Response System
  • Age-weighted & New Comparability
  • Online Contribution Processing
  • Optional Participant Loans
  • Quarterly Account Statements
  • Annual Plan Review & Compliance Testing
  • Signature-Ready Form 5500

EMPLOYEE ONLINE SERVICES

  • Daily Account Snapshot
  • Account Profile Management
  • Manage Deferral Elections
  • Manage Investment Elections
  • Toll-Free Participant Assistance
  • Retirement Planning Tools & Calculators