ePlan Services offers product solutions that include our standard program, ePlan Services 401k, as well as private-labeled products for our trusted partners. All of our products carry the same themes of open architecture, explicit pricing and fee transparency, so we’re confident we have a solution that you and your clients will find compelling.
ePlan Services standard program, ePlanServices 401k, is designed specifically for independent advisors and Third Party Administrators interested in accessing an open-architecture retirement platform. We endeavor to deliver the lowest sponsor costs, competitive asset-based pricing and access to the highest quality investment options.
We work in concert with our TPA Partners to deliver a higher value solution, to their retirement advisors and clients. In our standard relationship, ePlan Services provides the record keeping and transaction applications, while our TPA partners provide the higher-value consulting and compliance services as well as annual tax reporting.
Please visit www.eplanservices401k.com to learn more about our standard retirement plan platform.