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Press release:

ExpertPlan Introduces New Retirement Plan Products

Issued by: ExpertPlan

Date: Feb. 6, 2001

ExpertPlan, the first Internet-based provider of 401k plan solutions, has introduced three new retirement plan products designed to provide financial professionals with greater flexibility and the most robust options when customizing retirement plans for clients of varying sizes. Based on company plan participant size and asset value, ExpertPlan’s new 401k products – VentureK, HorizonK and FortuneK – allow financial professionals to tailor plans to clients’ needs, while continuing to provide low-cost, online turnkey retirement plan solutions.

All three new retirement plans offer a variety of fund families from which financial professionals and plan sponsors may choose. And, all three feature only funds that offer A shares at NAV. ExpertPlan’s VentureK is designed for small, but dynamic companies with less than 100 employees seeking a reliable, but cost-effective solution to their retirement plan needs. ExpertPlan’s HorizonK is designed to meet the needs of small to mid-size companies with 100 or more eligible employees or more than $1 million in assets. ExpertPlan’s FortuneK is designed to meet the needs of established companies with plan assets exceeding $4 million.

Over 30 leading fund families are partnering with ExpertPlan, including AIM, Alliance, American Funds, American Skandia, Davis, Eaton Vance, Federated, First American, Deutsche Funds, Flag Investors, Franklin Templeton, Goldman Sachs, ING/Pilgrim, Liberty Funds, Nike Securities, Oppenheimer, Scudder/Kemper, State Street Research, among others.

Drawing on a wealth of experience in the financial services and IT sectors, ExpertPlan has developed the technology to offer turnkey retirement planning products so that financial professionals, such as broker dealers, fund companies, financial advisors, banks and insurance companies, may profitably address the vast small to mid-size business retirement planning segment. ExpertPlan’s “Business Service Provider” model provides full service, robust, scalable online set-up, record keeping, discrimination testing, and transaction management services. Its web-based "self service" model empowers plan participants to direct their own accounts, which eliminates third-party errors, and reduces costs and the administrative burdens on the financial professional and the plan sponsor.
ExpertPlan is located at 50 Millstone Road, Building 400, Suite 100, Cranbury, NJ 08512, 609/918-2500.

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

View More Press Releases by ExpertPlan


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