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View More Press Releases by ExpertPlan

Press release:

ExpertPlan Partners with American Pension Services to Offer Non-Traditional Investments

Issued by: ExpertPlan

Date: Feb. 2, 2009

East Windsor, NJ, Feb. 2, 2009 – Leading private label retirement plan recordkeeper ExpertPlan has partnered with Riverton, UT-based American Pension Services, Inc. The move will enable ExpertPlan to now support self-directed retirement plans, including IRAs, with non-traditional investments such as closely held stocks, trust deed notes, tax liens, real property, LLC’s, and promissory notes. This is the first such offering by ExpertPlan and will position the firm to expand its client base to investors seeking alternatives to mutual funds.

“By partnering with American Pension Services, ExpertPlan can now offer investors the opportunity to structure a more balanced retirement portfolio with access to both traditional and non-traditional investments,” said Ross Brown, Senior Vice President of Sales and Relationship Management.

“We are very excited about our association with ExpertPlan given their market presence and integrated recordkeeping,” said Curtis DeYoung, president of American Pension Services, Inc. “We are perfectly positioned to offer clients every investment option available by law, with an emphasis on Self-Direction, which sets us apart and offers investors a very powerful tool not easily found in the retirement plan industry.”

About ExpertPlan

ExpertPlan Inc., headquartered outside of Princeton, NJ, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies 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. In 2008, ExpertPlan added more than 30 new institutional partnerships bringing its total near 200. The firm also received the CEFEX certification and was ranked #2 in service delivery in the micro-market by 401kExchange.

About American Pension Services

American Pension Services was incorporated for the purpose of allowing each investor to participate in self-directed retirement plans. The Internal Revenue Service allows a wide range of investment options in your retirement plan and American Pension Services’ self-directed accounts allow every type of investment for your maximum independent wealth accumulation.

View More Press Releases by ExpertPlan


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