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Stronger Together

We believe that we can be more than the sum of our parts, to collectively build a better, more profitable business through partnership.

Third Party Administrators

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ePlan Services’ web-based applications enable TPAs to create a complete 401(k) plan online, including the pre-population of various documents:

  • Plan Adoption Agreement
  • Plan Services Agreement (incl. your fees)
  • Plan Enrollment Forms
  • Plan Disclosures/Notices

ePlan Services’ platform streamlines the plan establishment and installation process, from weeks to minutes. You can go from plan design to census loading, and enrollment to posting the first contribution - all in the same day. Your advisors and plan sponsors will love our efficient use of their time, and you will be freed up to provide higher value-added services to your clients.