Insights

Market Specialization ePlan Services specializes in providing innovative and fee-transparent 401(K) retirement solutions tailored specifically for small businesses, presenting opportunities to target financial advisors and institutions serving this niche market.

Growth Potential With a revenue range of 25 to 50 million dollars and a focus on the U.S. defined contribution marketplace, the company is positioned for expansion, making it an attractive prospect for partners offering complementary services or technology integrations.

Technology Stack Utilizing modern web technologies like jQuery, ASP.NET, and Google Analytics, ePlan Services demonstrates a strong digital foundation, indicating openness to innovative tech solutions that can enhance their service offerings or operational efficiency.

Client Focus The company's emphasis on streamlined and open architecture retirement plan solutions suggests a willingness to adopt new platforms or tools that can further improve transparency and competitiveness, creating opportunities for sales of related systems or advisory services.

Competitive Landscape Operating alongside large financial firms such as Fidelity and Vanguard, ePlan Services presents opportunities for strategic partnerships or niche product offerings that can help smaller enterprises differentiate within the competitive retirement plan marketplace.

Similar companies to ePlan Services, Inc. (A Paychex Company)

ePlan Services, Inc. (A Paychex Company) Tech Stack

ePlan Services, Inc. (A Paychex Company) uses 8 technology products and services including DNN, yepnope.js, Twitter typeahead.js, and more. Explore ePlan Services, Inc. (A Paychex Company)'s tech stack below.

DNN
Content Management System
yepnope.js
Javascript Frameworks
Twitter typeahead.js
Javascript Libraries
jQuery
Javascript Libraries
jQuery UI
Javascript Libraries
Modernizr
Javascript Libraries
Google Analytics
Web Analytics
Microsoft ASP.NET
Web Frameworks

Media & News

ePlan Services, Inc. (A Paychex Company)'s Email Address Formats

ePlan Services, Inc. (A Paychex Company) uses at least 1 format(s):

ePlan Services, Inc. (A Paychex Company) Email Formats	Example	Percentage
First.Last@eplanservices.com	John.Doe@eplanservices.com	91%
FLast@eplanservices.com	JDoe@eplanservices.com	4%
First.MiddleLast@eplanservices.com	John.MichaelDoe@eplanservices.com	3%
FirLast@eplanservices.com	JohDoe@eplanservices.com	2%

Frequently Asked Questions

Where is ePlan Services, Inc. (A Paychex Company)'s headquarters located?

ePlan Services, Inc. (A Paychex Company)'s main headquarters is located at 4300 Kittredge Street, Suite 100. The company has employees across 2 continents, including North AmericaEurope.

What is ePlan Services, Inc. (A Paychex Company)'s phone number?

You can contact ePlan Services, Inc. (A Paychex Company)'s main corporate office by phone at

+1-303-830-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ePlan Services, Inc. (A Paychex Company)'s official website and social media links?

ePlan Services, Inc. (A Paychex Company)'s official website is eplanservices.com and has social profiles on LinkedIn.

What is ePlan Services, Inc. (A Paychex Company)'s NAICS code?

ePlan Services, Inc. (A Paychex Company)'s NAICS code is 52 - Finance and Insurance.

How many employees does ePlan Services, Inc. (A Paychex Company) have currently?

As of December 2025, ePlan Services, Inc. (A Paychex Company) has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include District Sales Manager: S. C.Operations Manager: A. O.Retirement Advisory Channel Manager: O. B.. Explore ePlan Services, Inc. (A Paychex Company)'s employee directory with LeadIQ.

What industry does ePlan Services, Inc. (A Paychex Company) belong to?

ePlan Services, Inc. (A Paychex Company) operates in the Financial Services industry.

What technology does ePlan Services, Inc. (A Paychex Company) use?

ePlan Services, Inc. (A Paychex Company)'s tech stack includes DNNyepnope.jsTwitter typeahead.jsjQueryjQuery UIModernizrGoogle AnalyticsMicrosoft ASP.NET.

What is ePlan Services, Inc. (A Paychex Company)'s email format?

ePlan Services, Inc. (A Paychex Company)'s email format typically follows the pattern of First.Last@eplanservices.com. Find more ePlan Services, Inc. (A Paychex Company) email formats with LeadIQ.

When was ePlan Services, Inc. (A Paychex Company) founded?

ePlan Services, Inc. (A Paychex Company) was founded in 1999.

ePlan Services, Inc. (A Paychex Company)

Financial ServicesColorado, United States51-200 Employees

ePlan Services is a leading provider of record-keeping and administration services to the U.S. defined contribution marketplace.  By providing retirement plan solutions that have been specifically designed to serve the unique needs of small business, ePlan Services has been recognized as one of the most innovative retirement plan service providers in the country. ePlan Services open architecture, streamlined, and fee transparent 401(K) solutions provide an edge to retirement advisors and financial institutions in the competitive 401(k) marketplace.