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Press release:

Round Hill Securities Selects ExpertPlan to Power its Online 401(K) Product

Issued by: ExpertPlan

Date: Oct. 18, 2000

Round Hill Securities Selects ExpertPlan to Power its Online 401(K) Product
TRENTON, N.J., Oct. 12 /PRNewswire/ -- Round Hill Securities, Inc., recognized for its early adoption of technology in order to provide its clients with leading-edge financial services, has selected ExpertPlan to power its Round Hill Securities 401(k) Online product. Headquartered in Alamo, Calif., Round Hill Securities is an independent broker/dealer with 150 experienced brokers operating in 25 states.

``We add value to our client relationships by listening to our investors and keeping pace with their ever-changing needs,'' said Gerry Burchard, National Sales Manager, Round Hill Securities. ``As the demand for high-quality, low-cost retirement plans continues to increase, we looked to the Internet to provide us with the way to meet that demand. By integrating ExpertPlan's model into our branded Round Hill 401(k) Online product, we are able to immediately offer our clients competitive retirement plan products that combine the advantages of investment advice, a wide selection of fund families, and the versatility and expediency of online participation.''

ExpertPlan operates on an Application Service Provider (ASP) model, providing full service, robust, scalable on-line set-up, record keeping and transaction management services to financial institutions, such as broker dealers, fund companies, banks and insurance companies. Its web-based ``self service'' model empowers plan participants to manage their own accounts, which eliminates third-party errors, and reduces costs and the administrative burdens on the financial professional and the plan sponsor.

``Because of the partnership with ExpertPlan, Round Hill Securities was able to quickly offer its own Web-based 401(k) plan,'' said David Pinsen, Director of Business Development, ExpertPlan.

ExpertPlan's 401(k) plans support brokers with online access to marketing materials and proposal requests. ExpertPlan's 401(k) plans also incorporate full-service, online set-up, record keeping and transaction management services for brokers' 401(k) clients.

For further information, contact Christine Colfer at ExpertPlan.com, 609-394-0606, email: ccolfer@expertplan.com or visit www.expertplan.com .

About ExpertPlan.com:

ExpertPlan ( www.expertplan.com ) is a provider of online retirement plan solutions that enable financial advisors to offer high-quality, low-cost retirement plans to meet the needs of their clients. The company was founded in 1999 by core members of the information systems management team from one of the world's largest financial services corporations and is headquartered in Trenton, N.J.

CONTACT: Lisa Rhodes, PR Director of Atlantic Group, 203-840-4984, fax, 203-840-4985, email, Rhodes@atlanticgroup.com, for ExpertPlan

For more information: http://www.expertplan.com

View More Press Releases by ExpertPlan


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