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View More Press Releases by ExpertPlan

Press release:

ExpertPlan Forms Partnership with Provident Trust Group to Offer Non-Traditional Investments

Issued by: ExpertPlan

Date: Oct. 10, 2011

For Immediate Release:               Contact: Stacey Caserta, 609-918-2575
October 2011                                                  scaserta@expertplan.com

East Windsor, NJ – ExpertPlan, the leading provider of private label recordkeeping plan services, announced it has been selected by Las Vegas, based Provident Trust Group to provide recordkeeping and TPA services under a fully branded retirement solution. The partnership enables ExpertPlan to support Provident Trust Group’s network of Financial Advisors and their client’s with a comprehensive line-up of retirement plans all funded with private settlements supported by Provident Trust.

“By partnering with Provident Trust Group, ExpertPlan can now offer Financial Advisors the ability to construct a unique portfolio for their clients helping them hedge against traditional market exposure,” said Ross Brown, Senior Vice President of Sales and Relationship Management. “We have seen an increased demand from our Advisors seeking out alternative investments in lieu of traditional mutual funds so aligning ourselves with an experienced firm such as Provident Trust Group was a logical fit”, added Brown.

“Our advisors have always relied on Provident Trust Group for our expertise in helping their clients seek alternative investment strategies within Individual Retirement Accounts. Now through ExpertPlan, we take the same approach and support our advisors by applying to the qualified retirement plan marketplace, said Theresa Fette, CEO of Provident Trust Group.


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.

About Provident Trust Group:
Provident Trust Group, based in Las Vegas, Nev., provides custody, trust administration, and self-directed retirement account services to institutional, corporate, and individual investors across the country. Provident has approximately 10,000 clients and over $1 billion under custody on its platform. For more information, visit www.trustprovident.com.

For more information: https://www.expertplan.com/roller/eppressrelease/

View More Press Releases by ExpertPlan

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