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Press release:

ExpertPlan Announces New Institutional Partnership with 1st Global

Issued by: ExpertPlan

Date: Jan. 8, 2014

Dresher, Pennsylvania—January  7, 2014 – ExpertPlan, an Ascensus company, announced today that it has launched a partnership with 1st Global, a research and consulting partner to select CPA and wealth management firms.

Through ExpertPlan, three service models are available to 1st Global’s more than 1,000 financial professionals: Full Service, Recordkeeping-only, and Consulting Services. Each model is available for 401(k), Solo(k), New Comparability, ERISA 403(b), Defined Benefit, and Cash Balance retirement plans. In addition, the platform features 1st Global’s Retirement Management Solutions which is a set of four managed investment portfolios designed for various participant risk tolerances.

“ExpertPlan is a company with proven success in the retirement plan industry matched with a flexible platform,” said Kristi Bickham, 1st Global’s retirement platform director. “Partnering with a leader in the defined contribution market and a trusted partner for thousands of companies is a clear win for our future and existing small business clients.”

“We welcome 1st Global and its clients to the ExpertPlan platform,” said Ross Brown, Vice President of Sales at ExpertPlan. “We’re pleased 1st Global has selected us as their recordkeeper partner and we look forward to collaborating with them to help prepare Americans for a financially secure retirement.”

About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms’ leaders in their professions through dedicated professional client relationships built around wealth management.

Around 400 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.

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 Ascensus
Ascensus is the largest independent retirement and college savings services provider in the United States, helping 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 2.8 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts. For more information, visit www.ascensus.com.


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