ePlan Services, Inc. Employee Directory

Financial ServicesColorado, United States11-50 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. employees' phone numbers or email addresses

ePlan Services, Inc. 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.'s Leadership

  • Stylized image of a person
    S. C.
    District Sales Manager
    Phone icon
  • Stylized image of a person
    A. O.
    Operations Manager
    Phone icon
  • Stylized image of a person
    O. B.
    Retirement Advisory Channel Manager
    Phone icon
  • Stylized image of a person
    R. T.
    Agile Product Owner
    Phone icon
  • Stylized image of a person
    M. W.
    Project Manager
    Phone icon
  • Stylized image of a person
    M. M.
    401k Product & Tpa Manager
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  • Stylized image of a person
    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
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  • Stylized image of a person
    T. M.
    Office Manager
    Phone icon

ePlan Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Sales
  • Program & Project Management
  • Support
  • Engineering
  • Other

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
    A. O.
    Operations Manager
    Phone icon
    United StatesColorado
    Jan 29, 2026
  • 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
    Jan 09, 2026
  • Stylized image of a person
    J. G.
    Lead Sr. Unix/Network/Storage Systems Administrator At
    Phone icon
    United StatesSouth Carolina
    Oct 01, 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. 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 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 38 employees as of February 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 February 2026, ePlan Services, Inc.'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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