Control Your Investments

A Trusted 401(k) Partner

Partner with ePlan Services to grow your business by offering 401(k) solutions to your customers.

Financial Institutions

Investments Control

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ePlan Services’ platform operates in an open-architecture investment structure that affords access to any fund available through the National Securities Clearing Corporation (NSCC). As such, our private-labeled products can be designed with a variety of fund menus, including:

  • No-load fund shares
  • Load-waived A shares
  • R-class fund shares
  • Institutional shares

PROPRIETARY MANDATES:

The ePlan Services’ platform has a unique systemic control feature, which enables electronic fund mandate controls - at the plan level. This revolutionary feature can enforce a proprietary fund mandate for one or more fund families, whereby individual plan investment menus are electronically required to carry specific funds within every plan.

With ePlan Services, you control the investments made available to your clients to achieve your organizations specific objectives.