ExpertPlan

ExpertPlan Inc. was a leader in providing private-label retirement solutions to the financial services industry. The company’s Web-based 401(k) platform enabled ExpertPlan’s clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices. ExpertPlan built a network of leading asset management firms, third-party administrators, brokers, investment advisers, banks, and insurance companies that used the company’s solution to address the small business market. ExpertPlan was acquired by Ascensus in 2013.