Private Labeled Program
If you are an advisor whose retirement plan business constitutes a significant revenue source, generally closing over $10 million annually (or 25 plans per year), then it may make sense to develop a private labeled program with ePlan Services. In developing a customized private-label program, you can:
- Control Your Branding & Messaging
- Customize Your Investment Menus & Options
- Create Significant Revenue Opportunities for Your Firm
- Take Ownership of Your Retirement Plan Clients
With nominal development and maintenance fees, there is no better way to specialize in the market than with ePlan Services' private-labeled program. With ePlan Services you can build a private-labeled 401k program to extend your brand and truly own your retirement plan business.
ePlan Services supports private-labeled products ranging from local TPAs and regional brokerage organizations to Fortune 50 banks and national payroll companies. All of our products carry the same themes of open architecture, explicit pricing, and fee transparency, but our private-labeled programs utilize these features to achieve different objectives.