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Press release:

ExpertPlan Adds Sales VP for Western US

Issued by: ExpertPlan

Date: Dec. 4, 2002

December 3, 2002 – ExpertPlan, a leading provider of online retirement plan administration, has named Park E. Eddy of Costa Mesa, CA, Vice President of Business Development for the Western United States.

“ExpertPlan’s continued growth has propelled the need to divide business development into geographic territories,” said Tim O’Brien, CEO, ExpertPlan, and “we are fortunate to bring someone like Park Eddy, who has a deep understanding of the marketplace, onboard to strengthen our team and expand our presence in the West.”

Most recently, Eddy was the CEO of Net Financial Solutions, where he was an ExpertPlan client, having developed an ExpertPlan-based product with his former company. With more than 16 years experience in the retirement industry, Eddy has held management and sales positions with Guardian Life Insurance Company, Aetna Retirement Services, and Manufacturers Life Insurance Company.

“Clearly, ExpertPlan is leading the front line on technology and automation in retirement plan services,” said Eddy. “Having followed the industry carefully, ExpertPlan was the only company in the space that developed its own proprietary system, had the right business plan and focused on the right target from day one,” he continued.

“Park was one of the bowman on Dennis Conner’s 1987 America’s Cup team that successfully recaptured the America’s Cup from Australia. We look forward to having that competitive spirit and keen strategic insight working for our partners at ExpertPlan,” said O’Brien.

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. ExpertPlan's web-based model empowers plan participants to conveniently manage their own accounts, which eliminates third-party errors, and reduces costs and administrative burdens on financial professionals and employers. The company has alliances with over 50 fund families, and provides services to leading financial companies across the U.S. ExpertPlan is located at 50 Millstone Road, Building 400, Suite 100, East Windsor, NJ 08520, (609)-918-2500. To contact Eddy, please call the ExpertPlan California office at (949) 285-6417, or email at peddy@expertplan.com.

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

View More Press Releases by ExpertPlan

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