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.