Control Your Product

A Trusted 401(k) Partner

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

Financial Institutions

Product Control

Left Column Content

ePlan Services supports private-labeled products ranging from local TPAs and regional brokerage organizations to Fortune 50 banks and national payroll companies.

An ePlan Services private-labeled product enables our partners to:

  • Control branding and messaging
  • Customize investment menus and options
  • Develop tailored service delivery models
  • Create significant revenue opportunities

In addition, the ePlan Services platform can be configured to work with a variety of defined-contribution plan types, including standard and non-standard employer-sponsored retirement plans as well as owner-only and multiple employer 401k plans.

Whether you are looking for a comprehensive solution or a niche product, ePlan Services has a solution that will support your objectives.