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Press release:

ExpertPlan Seals Outsourcing Partnership with Leonard J. Ferrara Company

Issued by: ExpertPlan

Date: Aug. 29, 2011

ExpertPlan Seals Outsourcing Partnership with Leonard J. Ferrara Company

For Immediate Release                   
August 29, 2011                            

East Windsor, NJ – ExpertPlan, the leading provider of private label recordkeeping plan solutions, announced it has been selected by Gettysburg, PA based Leonard J. Ferrara Company, to provide recordkeeping services to the financial planning firm’s existing and future retirement business.

Under the partnership, ExpertPlan will design and host a fully-branded, private label retirement suite of products featuring Leonard J. Ferrara Company’s custom investment portfolios. This in turn, will deliver the Gettysburg firm a more robust and cost efficient platform with access to a dedicated team of conversion specialists to assist with their block conversion. Leonard J. Ferrara Company will continue to support their clients with investment education and third party administrative services.

“We are extremely proud to have been selected by Leonard J. Ferrara Company and will continue to work with more firms who are evaluating the need to outsource their recordkeeping services due to expenses that will soon be incurred from full fee disclosure mandates,” noted Ross Brown, Senior Vice President, Sales and Relationship Management.
“We ultimately chose ExpertPlan due to their continued growth and extensive experience in providing cost efficient recordkeeping, while also helping firms such as ours, fully realize immediate cost savings.” said Len Ferrara, President and Owner.

About ExpertPlan, Inc.
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

About Leonard J. Ferrara Company
Leonard J. Ferrara Company located in Gettysburg, Pennsylvania is a pension administration and financial services firm serving businesses, municipalities and individuals. They provide customized retirement plan design and administration, and individualized wealth management services for clients from New York City to Los Angeles. The firm is founded upon principles that place the utmost value on clients’ goals and objectives, while building long-term relationships through trust and exceptional service. Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. For more information visit: http://www.leonardjferraracompany.com.

Stacey Caserta

For more information: https://www.expertplan.com/corporate1.jsp#pressreleases

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