Product Solutions

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Learn how Open Architecture, Fee-Based 401(k) Plans can take your practice to the next level and better satisfy your clients.

Product Solutions

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We offer product solutions that include our standard program, ePlan Services 401k, and private-labeled products for our trusted partners. All of our products carry the same themes of open architecture, explicit pricing and fee transparency, and we're confident we have a solution that you and your clients will find compelling.

Standard Program

The ePlan Services standard program is designed for independent advisors and Third Party Administrators. We provide the lowest sponsor costs, competitive asset-based pricing and access to the highest quality investment options. We can work as a bundled, full-service provider or with your local TPA partner to provide a hybrid service model. Whatever your preference, you can start selling the ePlan Services 401k immediately. Visit www.eplanservices401k.com to learn more about our standard program retirement plan platform.

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.