Revenue Collection

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Third Party Administrators

Revenue Collection

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ePlan Services’ integrated approach to retirement plan data management doesn’t stop with transaction processing and automation. We also offer electronic revenue collection to our TPA partners, as a standard service in all relationships.

ePlan Services’ highly automated invoicing and collection applications provide a convenient and efficient method of fee collection, including Automated Clearing House (ACH) processing for such things as:

  • Standard Plan Fees
  • Special Service Fees
  • Loan Set-Up & Annual Fees
  • Distribution Processing Fees

In addition, ePlan Services also offers our TPA Partners the convenient ability to debit plan assets for unpaid fees - or as directed by the Plan Sponsor. We collect the fees and remit the proceeds to our TPA Partner at the end of each calendar quarter, along with any applicable mutual fund concessions.

Contact us, today, to learn how ePlan Services’ Revenue Collection solutions can remove the time consuming burden of accounts receivable, by delivering a convenient and efficient solution for your retirement plan practice.