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View More Press Releases by ExpertPlan

Press release:

Touchstone Investments Selects ExpertPlan for Web-based 401(k) Product

Issued by: ExpertPlan

Date: Jan. 7, 2003

Touchstone Investments announced today that it has reached an agreement with ExpertPlan, a leading Web-based provider of retirement planning products and services based in East Windsor, NJ, to offer a bundled Touchstone retirement product to financial professionals. The Touchstone product will allow plan sponsors to choose from among ten Touchstone Funds.

“We are pleased to offer a Touchstone bundled 401(k) product that will provide plan participants with access to uniquely designed funds and carefully selected world-class money managers. ExpertPlan has been instrumental in increasing Touchstone’s availability for use in the e-401(k) marketplace,” said Patrick Bannigan, senior vice president and managing director for Touchstone Investments. “The partnership between ExpertPlan and Touchstone allows financial advisors to work with a full range of plans from start-ups to larger multi-participant plans. This newest agreement also allows Touchstone to offer Solo 401(k) plans, something few mutual fund companies can provide.”

The Touchstone Family of Funds includes 19 funds that span the entire risk spectrum, and offer exclusive access to premier institutional money managers.

“We are please to have the opportunity to offer a 401(k) plan with a selection of high quality mutual funds from Touchstone,” said Win Cody, president and founder of ExpertPlan. “The Touchstone 401(k) is a tremendous addition to our platform of retirement planning products.”

Touchstone Investments, whose history dates back to 1974 with the creation of one of the nation’s first public money market funds, is a financial services firm headquartered in Cincinnati, Ohio that includes the Touchstone Family of Funds and Touchstone Variable Annuities. All are distributed nationally by Touchstone Securities, Inc.,* Cincinnati, Ohio, through participating broker-dealers, financial planning firms and other financial institutions. Touchstone is part of Western & Southern Financial Group,® whose heritage dates to 1888 and whose assets owned or under management now exceed $28 billion.


Contact your financial professional or Touchstone Family of Funds at 800.613.8194 for a Fund prospectus which contains more complete information, including fees and expenses which apply to a continued investment in the Fund. Please read the prospectus carefully before you invest or send money.

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 model empowers plan participants to conveniently 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.

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*A registered broker-dealer and member NASD and SIPC.

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

View More Press Releases by ExpertPlan


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