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ExpertPlan
Press Releases

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Date Headline
Jan. 8, 2014 ExpertPlan Announces New Institutional Partnership with 1st Global
Oct. 5, 2012 ExpertPlan Consulting Services Acquires Suncoast Pension and Benefits Group
Sept. 6, 2012 ExpertPlan Announces Strategic Alliance With Redhawk Wealth Advisors
Aug. 14, 2012 ExpertPlan Announces Partnership With Fiduciary Benchmarks
June 13, 2012 ExpertPlan Completes the Acquisition of US Retirement Plan Recordkeeping, LLC's Recordkeeping Plan Business
Feb. 2, 2012 ExpertPlan and IRON Financial Offer an ERISA 3(38) Solution on an Open Architecture Platform
Jan. 27, 2012 ETF's Now Available on ExpertPlan Platform
Dec. 12, 2011 ExpertPlan Completes Sterling Trust Conversion and Rolls out New Qualified Retirement Plan Program
Nov. 15, 2011 ExpertPlan, Inc. is Ranked #31 Among New Jersey’s 2011 Fifty Fastest Growing Companies
Oct. 25, 2011 ExpertPlan’s Chief Administrative Officer Sid Garai Wins the NJBIZ "Best Growth Manager" Award
Oct. 10, 2011 ExpertPlan Forms Partnership with Provident Trust Group to Offer Non-Traditional Investments
Aug. 30, 2011 ExpertPlan, Inc. Ranks No. 1913 on the 2011 Inc. 500|5000 with Three-Year Sales Growth of 135%
Aug. 29, 2011 ExpertPlan Seals Outsourcing Partnership with Leonard J. Ferrara Company
Aug. 23, 2011 NJBIZ Honors New Jersey's Top Financial Executives
Aug. 22, 2011 Legg Mason Offers Expert ERISA Help to Advisors
July 15, 2011 Annual Retirement Plan Review Book Synthesizes Plan Information
July 15, 2011 McGraw-Hill and ExpertPlan Launch New Presentation Tool
July 1, 2011 Nearly 300 Attend ExpertPlan’s 2011 Annual Conference
May 13, 2011 ExpertPlan Elects Cliff D’Amato to its Board of Directors
June 30, 2010 ExpertPlan Selects Standard & Poor's for Enrollment Kits
June 22, 2010 ExpertPlan Expands Into 401(k) Retirement Plan Consulting
Sept. 14, 2009 ExpertPlan Launches Trading Platform with Charles Schwab Trust Company
June 18, 2009 ExpertPlan Hires Steven Hart as VP of Sales and Business Development
June 18, 2009 ExpertPlan Purchases ADP's Retirement Services TPA Program Business in Kansas
Apr. 30, 2009 ExpertPlan Hires EVP of Sales, Marketing and Business Development
Mar. 18, 2009 ExpertPlan's "PlanRecordkeeper+" Revolutionizes Daily Recordkeeping For TPAs
Feb. 2, 2009 ExpertPlan Partners with American Pension Services to Offer Non-Traditional Investments
Jan. 14, 2009 ExpertPlan Continues Growth by Acquisition
Oct. 24, 2008 Claymore Securities Selects ExpertPlan for 401k Product
Sept. 30, 2008 ExpertPlan Enters Defined Benefit Market with "ExpertPlan OnePersonPlus"
Aug. 6, 2008 ExpertPlan Unveils ExpertNvest: First Fully-Managed, Independent 401(k) Plan Solution
May 7, 2008 ExpertPlan Partners with MPAY, Inc. to Provide Bundled Payroll/401(k) Product
Apr. 30, 2008 ExpertPlan Acquires Trust Service Company, Inc. (TSCI)
Apr. 2, 2008 ExpertPlan Brings On 12 New Private Label Partners in Q1 ‘08
Feb. 26, 2008 ExpertPlan Hires Two Business Development Veterans to Expand National Presence
Feb. 5, 2008 ExpertPlan Earns CEFEX Certificate of Fiduciary Excellence
Jan. 14, 2008 ExpertPlan Expands Payroll Foothold with 5 New Payroll Companies
Dec. 20, 2007 ExpertPlan Develops Private Label 401(k) Product with Brock Asset Management
Dec. 12, 2007 ExpertPlan Named One of New Jersey’s 50 Fastest Growing Companies by NJBIZ Magazine
Nov. 27, 2007 ExpertPlan Partners with AccountantsWorld to Launch Retirement Relief 401(k) Platform
Oct. 3, 2007 ExpertPlan Develops Private Label 401(k) Program with Priority Pay Payroll
Sept. 17, 2007 ExpertPlan Opens First Regional Office
June 25, 2007 ExpertPlan Jumps into Mid to Large Size Retirement Market, Hires Industry Veteran
Apr. 11, 2007 ExpertPlan Announces Appointment of George Sawn to its Board of Directors
Feb. 20, 2007 ExpertPlan Grows 40% and Wins Award in 2006 - ‘07 Expansion Already Underway
Jan. 7, 2003 Touchstone Investments Selects ExpertPlan for Web-based 401(k) Product
Dec. 4, 2002 ExpertPlan Adds Sales VP for Western US
Oct. 28, 2002 ExpertPlan Closes $4.35 Million Funding Round
May 7, 2002 John Hancock Funds and ExpertPlan Introduce T(k)O
Feb. 15, 2002 ExpertPlan Rolls Out Solo(K) To Its Financial Partners
Feb. 15, 2002 Former Merrill Lynch CTO John Barbano Joins ExpertPlan's Advisory Board
Nov. 29, 2001 ExpertPlan Hires Industry Veteran to Lead Sales Team
Oct. 16, 2001 BaseCamp Ventures Closes $4 Million Funding Round with ExpertPlan
Oct. 1, 2001 Acument Securities Selects ExpertPlan To Provide their Brokers with Online Retirement Plan Product
Aug. 24, 2001 ExpertPlan Selects esävio and SunGard for Managed Services and Hosting
July 19, 2001 ExpertPlan Develops Flexible TPA Online Product
July 19, 2001 U.S. Bank Selects ExpertPlan to Provide Private Label Web 401(k) Product
Feb. 21, 2001 ExpertPlan Closes Second Round Funding
Feb. 6, 2001 ExpertPlan Introduces New Retirement Plan Products
Oct. 23, 2000 Legg Mason Selects Expertplan for Online 401(k)
Oct. 18, 2000 Round Hill Securities Selects ExpertPlan to Power its Online 401(K) Product
Oct. 13, 2000 Broker-supported, Web-based 401(k) Administration Growing in Popularity
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