Fee Transparency

Fee Transparency

Discover the Future

Learn how Open Architecture, Fee-Based 401(k) Plans can take your practice to the next level and better satisfy your clients.

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ePlan Services believes the pricing of retirement plans should be transparent to the plan sponsor. Therefore, ePlan Services is a full-disclosure service provider, detailing all fees paid out of the plan's assets. We earn our fees — and believe in presenting them in a straightforward manner.

ePlan Services provides special concession handling services that enable plans to reduce the overall cost. Plan expenses can be offset by concession credits, and in some cases net credits become available to pay for additional plan-related services. ePlan Services has revolutionized the tracking of mutual fund concessions, by tracking concessions at the participant-level. This provides a truly accurate method for crediting mutual fund concessions back to the participant.

If you are interested in entering the SMB market for fee-based retirement plans or looking to realize more value from your existing business, ePlan Services is the right solution for your organization.

We invite you to take a few minutes to explore this website, to learn why ePlan Services should be your trusted partner. Also, please download our Financial Institutions brochure for a concise overview of our many solutions: