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View More Press Releases by ExpertPlan

Press release:

Annual Retirement Plan Review Book Synthesizes Plan Information

Issued by: ExpertPlan

Date: July 15, 2011

Show your 401(k) clients everything they need to know about their plans in minutes! Enhance your plan review meetings with this effective and comprehensive presentation tool.

Boston, MA, July 13, 2011 - McGraw-Hill Financial Communications (MHFC) and ExpertPlan, Inc. announce the launch of the Annual Plan Review Book, a new presentation tool for financial professionals to share pertinent plan, participant, and investment data from their clients' 401(k) plans in a professionally designed format.

By compiling plan information in one easy-to-understand booklet, retirement plan sponsors and plan fiduciaries are able to make informed decisions about their plans quickly and easily. MHFC's Annual Plan Review Book includes a detailed overview of the plan's key data and investment performance, including benchmark and educational information. It is currently available through ExpertPlan.

Key features:

- Plan data and participant demographics laid out in easy-to-read tables and graphics

- Plan investment data, including fund objectives, risks, historical performance, and benchmark comparisons

- Analysis of the economy and the financial markets provided by Standard & Poor's

- Highlights of key legislation and regulations as they apply to retirement plans and plan administrators and fiduciaries

"With new regulations developed and implemented on a regular basis, we want to make sure that we are arming advisors with the tools they need to succeed," said Larry McQuaid, vice president and general manager of McGraw-Hill Financial Communications. "By synthesizing and organizing important plan information in an easy-to-reference booklet, we hope to simplify some of the many responsibilities of plan sponsors and fiduciaries."

Julian Onorato, CEO of ExpertPlan, Inc. said, "We are extremely excited with the McGraw-Hill/ExpertPlan relationship and believe that the strength of this relationship will provide competitive solutions both today and into the future."

For more information, contact McGraw-Hill Financial Communications at 800-326-7697.

About McGraw-Hill Financial Communications
McGraw-Hill Financial Communications, a division of McGraw-Hill Professional in collaboration with Standard & Poor's, is a leading provider of print and Web-based content and services for financial services firms. Its offerings include investor education, retirement plan services, advisor communication tools, marketing productivity tools, and custom communications. As part of The McGraw-Hill Companies, McGraw-Hill Financial Communications leverages world-class content and data from leading brands such as Standard & Poor's and McGraw-Hill Education. The division is based in Boston, Massachusetts. Additional information is available at http://visitfc.com.

McGraw-Hill Professional is a leading global provider of print and electronic content and services for the business, technical, and medical communities. Its offerings include reference and certification books for all professional and educational disciplines and online solutions on business and financial, medical and health, engineering, and scientific topics. For more information, visit http://www.mhprofessional.com/.

McGraw-Hill Professional is a unit of McGraw-Hill Education. McGraw-Hill Education, a division of The McGraw-Hill Companies (NYSE: MHP), is a leading innovator in the development of teaching and learning solutions for the 21st century. Through a comprehensive range of traditional and digital education content and tools, McGraw-Hill Education empowers and prepares professionals and students of all ages to connect, learn, and succeed in the global economy. McGraw-Hill Education has offices in 33 countries and publishes in more than 65 languages. Additional information is available at http://www.mheducation.com.

About ExpertPlan
ExpertPlan, Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions for institutional asset managers and other financial professionals. We offer a wide variety of service models and plan types, for both start-up and conversion plans, within both the defined contribution and defined benefit markets. There is no plan size, no plan type, nor any service delivery model that ExpertPlan cannot support, including, but not limited to, traditional 401(k), Profit Sharing, New Comparability, Safe Harbor, Owner-Only Solo(k), 457, 403(b), Money Purchase, Cash Balance plans, and more. The firm's scalable recordkeeping system can be customized to fully integrate with a client's business and distribution models. ExpertPlan's retirement plan solutions include the resources and technologies that assist our partners in providing value-add services to their clients. Our flexible approach enables our partners to design precisely the type of retirement plan solution that best fits their clients' needs. For more information about ExpertPlan, Inc. visit www.expertplan.com or call our sales team at 866-929-2525.

Media Contact:
Betsy Miller Marketing Manager 857-383-5706 betsy_miller@mcgraw-hill.com
Stacey Caserta CMO 609-918-2575 scaserta@expertplan.com

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

View More Press Releases by ExpertPlan


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