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Press release:

ExpertPlan Develops Flexible TPA Online Product

Issued by: ExpertPlan

Date: July 19, 2001

Cranbury, NJ– ExpertPlan, a leading web-based retirement services provider, has developed an online service model that enables Third Party Administrators (TPAs) to cost-effectively offer their clients a customized, web-based, daily valued retirement plan product.
ExpertPlan’s product enables TPAs to seamlessly integrate cutting edge technology into their services, and stay competitive in today’s marketplace with an internet-based, multi-fund 401(k) as part of their product lines. ExpertPlan offers a wide variety of investment options from well-known fund families such as Alliance, Eaton Vance, Federated, Goldman Sachs, Liberty, Nike Securities and Oppenheimer.
“With the volatility of the market, we have been exploring the daily valuation market for a while. We felt that ExpertPlan offered the most cost-effective, beneficial way to provide our clients with this option,” said Kathy Hull, Vice President, J.P. Schlachter & Associates, Inc. “What’s more, ExpertPlan provides us with the framework to maintain our valuable relationships with our financial brokers who continue to work with the plan sponsors.”
Susan Berchiolli, Vice President, Old Second National Bank, Aurora, IL, concurs that “nowadays, it is a necessity to have an online 401(k) product in your portfolio. ExpertPlan provides TPAs with a flexible, customizable product backed by very knowledgeable support staff and with the most advanced technology, for a very reasonable fee.”
ExpertPlan wholesales retirement plans to financial institutions, such as TPAs, broker/dealers, fund companies, banks and insurance companies, which in turn sell those retirement plans to employers. ExpertPlan's retirement plans include online plan set-up and enrollment as well as complete record keeping and transaction management services. 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 employer. ExpertPlan's 401(k) plans support financial professionals with a streamlined sales process, which enables them to request and generate proposals online, as well as download pre-populated set-up forms.
For further information on ExpertPlan’s TPA plan, contact Martin Groner at ExpertPlan.com, 609-918-2500, email, mgroner@expertplan.com, or visit www.expertplan.com.

About ExpertPlan:
ExpertPlan (www.expertplan.com) is the leading Internet-based provider of retirement plan solutions, enabling financial professionals to offer high-quality, low-cost retirement plans to meet the needs of their clients. ExpertPlan has alliances with over 30 fund families and provides services to leading financial companies across the US. ExpertPlan 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 located at 50 Millstone Road, Building 400, Suite 100, Cranbury, NJ 08512, 609/918-2500.

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

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