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View More Press Releases by ExpertPlan

Press release:

U.S. Bank Selects ExpertPlan to Provide Private Label Web 401(k) Product

Issued by: ExpertPlan

Date: July 19, 2001

ExpertPlan, the leading Internet-based provider of 401(k) plan solutions today announced that U. S. Bancorp (NYSE: USB) has selected ExpertPlan to provide the private label web 401(k) product that will be offered to its customers through its banking and retail brokerage subsidiaries, U.S. Bank and U.S. Bancorp Piper Jaffray.

With $160 billion in assets, U.S. Bancorp offers a comprehensive range of financial solutions to meet the needs of individuals, businesses, institutions and government entities.

“U.S. Bank is constantly striving to provide its clients with quality, convenience and innovation,” said John Paulus, senior vice president of Institutional Trust & Custody at U.S. Bank. “Web-enabled 401(k) plans deliver on that promise, and are a win-win model for plan sponsors and participants. We selected ExpertPlan because of their flexibility, experience, technology and security.”

“We are happy to be working with U.S. Bank. They are a progressive, fast growing and relationship-driven financial services company that is dedicated to anytime, anywhere access to high-quality products and services,” said Win Cody, president and chief executive officer ExpertPlan.

ExpertPlan operates on a Business Service Provider (BSP) 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. ExpertPlan’s 401(k) plans support brokers with online access to marketing materials and proposal requests.

For further information, contact Ross Brown at ExpertPlan.com, 609-918-2500, email, rbrown@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 be 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.

About U.S. Bancorp:
Minneapolis-based U.S. Bancorp, with assets in excess of $160 billion, is the 8th largest financial services holding company in the United States. The company operates 2,239 banking offices and retail brokerage locations, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions. U.S. Bancorp is the parent company of Firstar Banks and U.S. Bank, and U.S. Bancorp Piper Jaffray. Visit U. S. Bancorp on the web at http://www.usbank.com.


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