True Open Architecture

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.

Open Architecture

True Open Architecture

ePlan Services trades through the NSCC, and therefore has access to nearly every mutual fund available in the open market. Our open architecture solution means that ePlan Services doesn’t have any proprietary fund requirements or restrictions. This structure affords you access to a variety of investment options, including:

  • No-load Funds
  • Load-waived A-Shares
  • Institutional Shares
  • R-class Shares

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: