ExpertPlan is one of the leading providers of retirement plan solutions and services in the United States. The company offers a variety of service model and plan types, including start-ups and conversions, safe harbor, and money purchase plans. Its investment platform supports custom portfolios, collective trusts, and load-waived, lifecycle and lifestyle funds. ExpertPlan additionally provides Web-based solutions that include online account updates and checking services. Its recordkeeping platform provides access to retirement plan information for financial advisors, plan sponsors and participants, as well as downloadable plan materials and documents.
Partial Data by Infogroup (c) 2024. All rights reserved.
Partial Data by Foursquare.
