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Press release:

ExpertPlan Develops Private Label 401(k) Product with Brock Asset Management

Issued by: ExpertPlan

Date: Dec. 20, 2007

East Windsor, NJ, December 20, 2007 – ExpertPlan, a leading provider of private-label recordkeeping solutions to the retirement plan industry, announced a new strategic partnership with the RIA firm Brock Asset Management based in Phoenix, AZ.

Brock Asset Management is a registered tax and investment advisory firm which recently launched its own 401(k) product, 401-IRA Company (www.401-IRA.com), to enable the firm to focus more on retirement sales in Arizona and the Southwest. Within just the first two months of going live with its fully-branded product, seven companies have signed letters of intent to move their plans over to the new retirement program.

“ExpertPlan is honored to have been selected as the recordkeeper-of-choice for 401-IRA Company,” said Ross Brown, ExpertPlan’s Senior Vice President of Sales & Relationship Management. “We look forward to helping Brock Asset Management expand its retirement presence within the Southwest.”

About ExpertPlan

ExpertPlan Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business and distribution models. For more information about ExpertPlan, visit www.ExpertPlan.com.

View More Press Releases by ExpertPlan

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