ExpertPlan has been sold to Ascensus
About 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.
About Ascensus:
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States.