What departments does ePlan Services, Inc. have?

ePlan Services, Inc. has employees across 3 departments including Sales, Program & Project Management, Engineering.

What is the largest department at ePlan Services, Inc.?

The largest department at ePlan Services, Inc. is Sales with 2 employees.

Where are ePlan Services, Inc. employees located globally?

ePlan Services, Inc. has employees across 2 continents and 3 countries including Serbia, Romania, United States Of America.

How has ePlan Services, Inc.'s team size changed over time?

ePlan Services, Inc.'s team has decreased from approximately 27 to 25 employees based on available data.

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.

ePlan Services, Inc. Global Highlights

North America
42

United States Of America
42

Europe
2

Serbia
1
Romania
1

ePlan Services, Inc.'s Leadership

B. R.
Retirement Advisory Channel Manager At Eplan Services
Mobile Phone
Email
B. B.
Sales Operations Manager
Mobile Phone
Email
J. S.
Manager
Mobile Phone
Email
M. H.
Scrummaster / Agile Coach
Mobile Phone
Email
J. T.
Engineer
Mobile Phone
Email
L. B.
Implementation Specialist
Mobile Phone
Email
L. M.
Sales Consultant
Mobile Phone
Email

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

Location

Last Update

B. R.
Retirement Advisory Channel Manager At Eplan Services
Mobile Phone
Email
Oct 22, 2024
B. B.
Sales Operations Manager
Mobile Phone
Email
Mar 24, 2025
J. S.
Manager
Mobile Phone
Email
Oct 17, 2024
M. H.
Scrummaster / Agile Coach
Mobile Phone
Email
Jun 29, 2026
J. T.
Engineer
Mobile Phone
Email
Oct 18, 2024
L. B.
Implementation Specialist
Mobile Phone
Email
Oct 23, 2024
L. M.
Sales Consultant
Mobile Phone
Email
Serbia
Jul 08, 2026

Frequently Asked Questions

What is ePlan Services, Inc. known for?

ePlan Services, Inc. was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-303-830-****

. Explore ePlan Services, Inc.'s company overview page for more information.

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

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?

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

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

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

Retirement Advisory Channel Manager At Eplan Services: B. R.
Sales Operations Manager: B. B.
Manager: J. S.
Scrummaster / Agile Coach: M. H.
Engineer: J. T.

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ePlan Services, Inc. Employee Directory

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