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ExpertPlan
Press Releases

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