ePlan Services, Inc. Employee Directory

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.

Find ePlan Services, Inc. employees' phone numbers or email addresses

ePlan Services, Inc. Global Highlights

Location
Employees

North America
44

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  • United States Of America
    44

Europe
2

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  • Romania
    1
  • Serbia
    1

ePlan Services, Inc.'s Leadership

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    S. C.
    District Sales Manager
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  • Stylized image of a person
    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
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    T. M.
    Office Manager
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    B. R.
    Retirement Advisory Channel Manager At Eplan Services
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    B. B.
    Sales Operations Manager
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  • Stylized image of a person
    J. S.
    Manager
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  • Stylized image of a person
    L. T.
    Software Test Automation Architect
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  • Stylized image of a person
    M. H.
    Scrummaster / Agile Coach
    Phone icon

ePlan Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Program & Project Management
  • Support
  • Engineering
  • Other
  • Product Management

Contact profiles from ePlan Services, Inc.

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
    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
    Phone icon
    United StatesSouth Carolina
    Apr 18, 2024
  • Stylized image of a person
    T. M.
    Office Manager
    Phone icon
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    B. R.
    Retirement Advisory Channel Manager At Eplan Services
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. B.
    Sales Operations Manager
    Phone icon
    Mar 24, 2025
  • Stylized image of a person
    J. S.
    Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. T.
    Software Test Automation Architect
    Phone icon
    United StatesVermont
    Jan 03, 2024
  • Stylized image of a person
    M. H.
    Scrummaster / Agile Coach
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    J. T.
    Engineer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. B.
    Implementation Specialist
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is ePlan Services, Inc. known for?

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ePlan Services, Inc. was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 4300 Kittredge Street Suite 100 Denver, Colorado 80239 United States; you can contact the main corporate office by phone at . Explore ePlan Services, Inc.'s company overview page for more information.

What is ePlan Services, Inc.'s most common email format?

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

How many employees does ePlan Services, Inc. have currently?

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ePlan Services, Inc. has approximately 37 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are ePlan Services, Inc.'s key employees and leadership?

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As of June 2026, ePlan Services, Inc.'s key employees include:

  • District Sales Manager: S. C.
  • Lead Sr. Unix/Network/Storage Systems Administrator At: J. G.
  • Office Manager: T. M.
  • Retirement Advisory Channel Manager At Eplan Services: B. R.
  • Sales Operations Manager: B. B.

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