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Press release:

ExpertPlan Consulting Services Acquires Suncoast Pension and Benefits Group

Issued by: ExpertPlan

Date: Oct. 5, 2012

Financial Professionals Can Turn to the Experts to Offer Localized Consulting Services in the Southeast Region

EAST WINDSOR, N.J., Oct. 5, 2012 -- ExpertPlan, Inc. the leading provider of private label recordkeeping plan services announced today that it has completed the acquisition of Suncoast Pension and Benefits Group, Inc. a Tampa, FL based retirement plan third party administrator. This is another instance of how ExpertPlan continues to seek out strategic opportunities within the marketplace to reinvest in advisor centric services and products to meet the ever increasing demands of plan sponsors and their participants.  

Suncoast Pension and Benefits Group, Inc. has built a solid reputation in the Florida gulf coast area by providing actuarial, consulting and ERISA services for over 20 years. The Suncoast group will continue to focus on its core competency which is providing third party administration for medical and professional practices and small businesses. ExpertPlan will design and provide a fully-branded, private label retirement suite of products for Suncoast's advisors, plan sponsors and participants. "Acquiring a TPA business in Florida, in addition to the actuarial, legal and administrative services we provide in our New Jersey corporate office, enables ExpertPlan to provide consulting services to our advisor distribution network in the southeast on a local level," noted George Sawn, ExpertPlan Consulting Service's Executive Vice President and Chief Operating Officer.

About ExpertPlan, Inc.

ExpertPlan, Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset management firms, banks and trust departments, broker-dealers, CPAs, financial advisors, insurance firms, payroll providers, registered investment advisors and TPAs 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 ExpertPlan Consulting Services

ExpertPlan Consulting Services (EPCS) is a division of ExpertPlan providing support beyond traditional full service recordkeeping. EPCS expert plan administrators, actuaries, ERISA attorneys and compliance specialists provide a full range of consulting, research, administrative, and communication services throughout the entire field of qualified and non-qualified plans. Consulting services begins with assisting clients in identifying and accomplishing overall benefit program objectives, and continues all the way through to timely and accurate plan administration. Plan options include providing technical and legal assistance if needed, custom plan services, flexible investment options, and wraparound compliance. For more information about EPCS visit www.expertplanexpertviews.com


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