ePlan Services, Inc. (A Paychex Company) Employee Directory

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.

Find ePlan Services, Inc. (A Paychex Company) employees' phone numbers or email addresses

ePlan Services, Inc. (A Paychex Company) Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Europe
2

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  • Serbia
    1
  • Romania
    1

ePlan Services, Inc. (A Paychex Company)'s Leadership

  • Stylized image of a person
    S. C.
    District Sales Manager
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  • Stylized image of a person
    A. O.
    Operations Manager
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  • Stylized image of a person
    O. B.
    Retirement Advisory Channel Manager
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  • Stylized image of a person
    R. T.
    Agile Product Owner
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  • Stylized image of a person
    M. W.
    Project Manager
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  • Stylized image of a person
    M. M.
    401k Product & Tpa Manager
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    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
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  • Stylized image of a person
    T. M.
    Office Manager
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Contact profiles from ePlan Services, Inc. (A Paychex Company)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    District Sales Manager
    Phone icon
    United StatesNew York
    May 07, 2025
  • Stylized image of a person
    A. O.
    Operations Manager
    Phone icon
    United StatesColorado
    Nov 06, 2025
  • Stylized image of a person
    O. B.
    Retirement Advisory Channel Manager
    Phone icon
    United StatesFlorida
    Oct 25, 2025
  • Stylized image of a person
    R. T.
    Agile Product Owner
    Phone icon
    United StatesColorado
    Dec 04, 2025
  • Stylized image of a person
    M. W.
    Project Manager
    Phone icon
    United StatesColorado
    Oct 17, 2025
  • Stylized image of a person
    M. M.
    401k Product & Tpa Manager
    Phone icon
    United StatesColorado
    Nov 06, 2025
  • Stylized image of a person
    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
    Phone icon
    United StatesSouth Carolina
    Mar 13, 2024
  • Stylized image of a person
    T. M.
    Office Manager
    Phone icon
    United StatesColorado
    Nov 12, 2025
  • Stylized image of a person
    L. H.
    Client Asset Manager Specialist Team Lead
    Phone icon
    United StatesColorado
    Oct 26, 2025
  • Stylized image of a person
    B. R.
    Retirement Advisory Channel Manager At Eplan Services
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is ePlan Services, Inc. (A Paychex Company) known for?

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ePlan Services, Inc. (A Paychex Company) was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 4300 Kittredge Street, Suite 100; you can contact the main corporate office by phone at . Explore ePlan Services, Inc. (A Paychex Company)'s company overview page for more information.

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

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ePlan Services, Inc. (A Paychex Company) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ePlan Services, Inc. (A Paychex Company) email formats with LeadIQ.

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

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ePlan Services, Inc. (A Paychex Company) has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are ePlan Services, Inc. (A Paychex Company)'s key employees and leadership?

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As of December 2025, ePlan Services, Inc. (A Paychex Company)'s key employees include:

  • District Sales Manager: S. C.
  • Operations Manager: A. O.
  • Retirement Advisory Channel Manager: O. B.
  • Agile Product Owner: R. T.
  • Project Manager: M. W.

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