CRANBURY, N.J., Feb. 1 /PRNewswire/ -- ExpertPlan, the first
Internet-based provider of 401k plan solutions, has introduced three new
retirement plan products designed to provide financial professionals with
greater flexibility and the most robust options when customizing retirement
plans for clients of varying sizes. Based on company plan participant size
and asset value, ExpertPlan's new 401k products -- VentureK, HorizonK and
FortuneK -- allow financial professionals to tailor plans to clients' needs,
while continuing to provide low-cost, online turnkey retirement plan
All three new retirement plans offer a variety of fund families from which
financial professionals and plan sponsors may choose. And, all three
feature only funds that offer A shares at NAV. ExpertPlan's VentureK is
designed for small, but dynamic companies with less than 100 employees
seeking a reliable, but cost-effective solution to their retirement plan
needs. ExpertPlan's HorizonK is designed to meet the needs of small to
mid-size companies with 100 or more eligible employees or more than
$1 million in assets. ExpertPlan's FortuneK is designed to meet the needs of
established companies with plan assets exceeding $4 million.
Over 30 leading fund families are partnering with ExpertPlan, including
AIM, Alliance, American Funds, American Skandia, Davis, Eaton Vance,
Federated, First American, Deutsche Funds, Flag Investors, Franklin Templeton,
Goldman Sachs, ING/Pilgrim, Liberty Funds, Nike Securities, Oppenheimer,
Scudder/Kemper, State Street Research, among others.
Drawing on a wealth of experience in the financial services and IT
sectors, ExpertPlan has developed the technology to offer turnkey retirement
planning products so that financial professionals, such as broker dealers,
fund companies, financial advisors, banks and insurance companies, may
profitably address the vast small to mid-size business retirement planning
segment. ExpertPlan's "Business Service Provider" model provides full
service, robust, scalable online set-up, record keeping, discrimination
testing, and transaction management services. Its web-based "self service"
model empowers plan participants to direct their own accounts, which
eliminates third-party errors, and reduces costs and the administrative
burdens on the financial professional and the plan sponsor.
ExpertPlan ( http://www.expertplan.com ) is the first Internet-based
provider of retirement plan solutions, which enables financial professionals
to offer high-quality, low-cost retirement plans to meet the needs of their
clients. ExpertPlan was founded in 1999 by core members of the information
systems management team from one of the world's largest financial services
corporations, and is located at 50 Millstone Road, Building 400, Suite 100,
Cranbury, NJ 08512, 609-918-2500.
CONTACT: Lisa Rhodes, Director of Public Relations of Atlantic Group for
ExpertPlan, 203-840-4984, or fax 203-840-4985, or firstname.lastname@example.org .
This release was issued through DigitalWork.com - Your Business Workshop
For more information, visit http://www.digitalwork.com