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All Press Releases >All Companies > ExpertPlan

Press release:

ETF's Now Available on ExpertPlan Platform

Issued by: ExpertPlan

Date: Friday, January 27, 2012

EAST WINDSOR, NJ, January 26, 2012 -- ExpertPlan, the leading provider of private label recordkeeping plan services, announced today the offering of Exchange Traded Funds (ETFs) on its proprietary retirement plan recordkeeping system.

The addition of these low cost investments is in partnership with Matrix Financial Solutions (a subsidiary of Broadridge) who provides custody, trading and clearing services. Matrix has made available for trading more than 900 individual ETFs across 40 asset classes from some of the leading ETF providers such as Barclays, Claymore, First Trust, iShares, Rydex, WisdomTree and more.

The response was primarily due to the increasing demand by our top Registered Investment Advisory (RIA) firms who have expressed interest in being able to offer the lowest cost investments in light of full fee disclosure regulations.

View the full text of the press release (click here).

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