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You don't have to be a large corporation to enjoy the benefits of a comprehensive 401(k) plan.
Partnering with the Transamerica Financial Group Division of Transamerica Financial Advisors, Inc. (TFA), ePlan Services, Inc., a Paychex company offers an array of services previously only available to large corporate clients. Through ePlan Services, Inc., a Paychex company state-of-the-art technology platform combined with innovative investment solutions, we can provide:
- Customized plan design assistance, and plan establishment.
- Complete and transparent fee disclosure.
PROGRAM FEATURES
- Professional Active Investment Management Options
- Target Date Retirement Investment Options
- Age Based Investment Options
- Stable Value Investment Option
- Over 50 Open Architecture/ fund families. No-Load/Load-Waived mutual fund trading.
- Online "Open Enrollment" for employees
- Online Plan Disclosures:
- Summary Plan Description (SPD)
- Summary Annual Report (SAR)
- Loan Policy (if applicable)
- IRS-Approved Plan Document
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RECORDKEEPING & ADMINISTRATION
- Daily Valuation Accounting
- Intra-Account Transfers
- Integrated Voice Response System
- Age-weighted & New Comparability
- Online Contribution Processing
- Optional Participant Loans
- Quarterly Account Statements
- Annual Plan Review & Compliance Testing
- Signature-Ready Form 5500
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EMPLOYER ONLINE SERVICES
- Daily Plan Snapshot
- Account Profile Management
- Employee Census Management
- Employee Deferral Tracking
- Proactive E-mail Notifications
- Toll-Free Administrative Assistance
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EMPLOYEE ONLINE SERVICES
- Daily Account Snapshot
- Account Profile Management
- Manage Deferral Elections
- Manage Investment Elections
- Toll-Free Participant Assistance
- Retirement Planning Tools & Calculators
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More companies than ever before are offering 401(k) plans to help their employees prepare for retirement. Let ePlan Services, Inc., a Paychex company help you provide this valuable service to your employees.
ePlan Services, Inc., a Paychex company serves as recordkeeper for the platform. ePlan Advisors, LLC is an SEC registered investment advisor. ePlan headquarters: 4300 Kittredge St, Suite 100, Denver, CO 80239 Phone 855.298.1005
Transamerica Financial Advisors (TFA) is an SEC registered investment advisor.
TFA headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone 727.557.2886.
Many people have experienced various levels of success within the Transamerica Financial Group division of TFA. However, individual member experiences may vary.
Historical performance does not guarantee future investment results.
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