Plan Document Services

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

Plan Document Services

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The ePlan Services platform has been structured to serve as a virtual service bureau, producing and distributing requisite plan disclosures based upon integration with our standard Plan Document. In this structure, the application provides:

  • Summary Plan Descriptions (SPD)
  • Summary of Material Modifications (SMM)
  • Regulatory Amendments & Updates
  • Custom Plan Amendments
  • Safe Harbor Notices
  • Black-Out Notices

This means ePlan Services can liberate you from laborious document maintenance and distribution, giving you extra time to focus on educating your clients about the many nuances of their plan.

ePlan Services makes document management a simple and effective tool for winning and retaining business, by integrating a flexible volume-submitter document into our standard solutions.

Contact us, today, to see how ePlan Services can make document management a simple, cost-effective and efficient tool for you and your clients.