ePlan Services, Inc. Email Format
Financial ServicesColorado, United States11-50 Employees
ePlan Services, Inc. operates in the financial services industry as a provider of record-keeping and administration solutions for the U.S. defined contribution market. The company focuses on retirement plans designed to address the needs of small businesses, offering open architecture, streamlined processes, and transparent fees to support retirement advisors and financial institutions in a competitive 401(k) landscape. Based in Denver, Colorado, ePlan Services positions itself to serve financial professionals and organizations seeking specialized support for small-business retirement plans. The firm employs a regional team and emphasizes innovative approaches to retirement plan administration within its market segment.