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Press release:

ExpertPlan Brings On 12 New Private Label Partners in Q1 ‘08

Issued by: ExpertPlan

Date: Apr. 2, 2008

East Windsor, NJ, April 2, 2008 – ExpertPlan started 2008 with tremendous growth signing 12 new private label partners despite a challenging first quarter within both the financial and retirement plan markets. The outsourced recordkeeper has expanded its robust national distribution network to now account for more than 150 alliance partners. These most recent additions will help the firm strategically penetrate further into three key business development channels: certified public accountants, financial services firms, and third party administrators.

Each of the new partners listed below have executed agreements for their own fully branded retirement products furthering ExpertPlan’s coverage in Connecticut, Illinois, Maryland, New Jersey, New York, Texas, and Washington.

“We are proud that our recordkeeping technology, coupled with our unique private label capabilities, are being adopted by more and more firms looking to expand their presence into the micro- and small-market segment of the retirement business,” said Ross Brown, Senior Vice President of Sales and Relationship Management, noting that the new partnerships have already added to the firm’s organic sales growth.

The new partners include: Rosenberg, Smith, Cooney & Migliore, Marlton, NJ; WNB Private Client Services, LLP, Midland, TX; PSA Financial, Lutherville, MD; MCM, a Meisenbach Company, Seattle, WA; Adams Wealth Management, Midland, TX; Byrne Asset Management, Princeton, NJ; Granite Group Advisors, Purchase, NY; SIMCO Retirement Services, Rochester, NY; Strategic Investment Solutions, Orland Park, IL; Advantage Benefits Consultants, Inc., Stamford, CT; APS Pension Services, Uniondale, NY; and WIA Consultants, Farmingdale, NY.

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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