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View More Press Releases by ExpertPlan

Press release:

Acument Securities Selects ExpertPlan To Provide their Brokers with Online Retirement Plan Product

Issued by: ExpertPlan

Date: Oct. 1, 2001

CRANBURY, NJ,—Acument Securities, Inc., (formerly Thomas F. White & Company), a full-service brokerage leader headquartered in San Francisco, CA, has selected ExpertPlan, the leading provider of online retirement plan administration to financial professionals, to develop the online retirement plan product for its brokers. The Acument branded product utilizes ExpertPlan's proprietary technology to give Acument brokers a competitive online 401(K) offering for the small to mid-sized markets.
“Our firm’s mission has always been to provide investors with highest level of personal brokerage service at the lowest competitive cost,” said Steven Kramer, Vice President of Insurance, Acument Securities, Inc. “ExpertPlan’s turn-key and full-featured web-based retirement plan model helps us deliver on that mission. ”
“Acument has a stellar reputation for service and innovation. We are pleased to be selected as the provider of the online 401(k) product by this brokerage,'' said Ross Brown, Director of Business Development.
Acument Securities and its affiliates deliver full-service brokerage, discount brokerage through Acument Discount Securities, and online trading services to investors in more than 150 communities nation wide.
ExpertPlan wholesales retirement plans to financial institutions, such as third-party administrators (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, contact Ross Brown at ExpertPlan.com, 609-918-2500, email, rbrown@expertplan.com, or visit www.expertplan.com.
About Acument Securities:

Acument Securities, Inc., formerly Thomas F. White & Company, has been a full service San Francisco brokerage leader for more than 22 years. Founder, Thomas F. White, began his career in the Midwest as a stockbroker with Merrill Lynch, moving to San Francisco in the early 70's and founding ASI in 1978. The firm was one of the nation's first community-based, full-service brokerage firms. ASI is a member of both the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC) and is also registered with the Securities Exchange Commission (SEC) as an Investment Adviser. For more information visit www.acument.net.


About ExpertPlan:

ExpertPlan www.expertplan.com is a leading Internet-based provider of retirement plan solutions, which enables financial professionals to offer high-quality, low-cost retirement plans to meet the needs of their clients. The company has alliances with over 50 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.

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

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

View More Press Releases by ExpertPlan


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