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ExpertPlan, Inc.
East Windsor, NJ
ExpertPlan is the leader in providing low-cost private label retirement solutions to the financial services industry. ExpertPlan's proprietary technology offers its partners superior branding while integrating their existing marketing and educational resources. Asset management firms, banks, broker dealers, TPA's, RIA's and independent brokers all benefit from ExpertPlan's flexible, dynamic, and scalable recordkeeping platform. The company has alliances with over 60 mutual fund companies and has over 70 private label partners.
   
   
DateHeadline 
Jun 18, 09ExpertPlan Purchases ADP's Retirement Services TPA Program Business in KansasView
Apr 29, 09ExpertPlan Hires John Farmakis as EVP of Sales, Marketing & Business DevelopmentView
Jan 13, 09ExpertPlan Continues Acquisition Growth by Purchasing TPAView
Apr 29, 08ExpertPlan Acquires Trust Service Company, Inc. (TSCI)View
Sep 01, 04ExpertPlan Closes $8.275 Million Series C Financing Round Led by The Argentum Group and First Analysis View
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