Industry Leader ExpertPlan Selects Plan On Demand® From Standard & Poor's Financial Communications for Its Services Platform

ExpertPlan clients can customize, order, and ship enrollment kits in as little as 24 hours using this state-of-the art online document ordering system. No setup fees and no minimum orders.

Jun 29, 2010, 10:31 ET from Standard & Poor's Financial Communications

NEW YORK, June 29 /PRNewswire/ -- Standard & Poor's Financial Communications, a division of McGraw-Hill Professional in collaboration with Standard & Poor's, today announced that Plan On Demand, its proprietary online document ordering system, is available now on the ExpertPlan retirement service recordkeeping platform.

Using this online document ordering system, ExpertPlan clients can customize, order, and ship enrollment kits in as little as 24 hours, making this system one of the fastest and most convenient in the marketplace. Plus, the base and printing costs of enrollment kits have been lowered to offer a more budget-conscious alternative.

Key Features

  • Convenient online platform -- say good-bye to paper forms!
  • Flexible branding options -- use Standard & Poor's, company branding, or both.
  • Streamlined, easy-to-follow kit education section written by FC's industry experts.  
  • Competitive pricing -- no setup fees or minimum orders.
  • Operated in partnership with EarthColor, an environmentally friendly national printing and fulfillment house.
  • Ability to include quarterly fact sheets for mutual funds and other investment options.

"ExpertPlan's plan sponsor clients will now have a choice when it comes to ordering enrollment kits," said Larry McQuaid, vice president and general manager of Standard & Poor's Financial Communications. "They'll be able to set up an account in just minutes and can include the most up-to-date fact sheets for the investments they offer."  

ExpertPlan clients can also choose to order an annual plan review presentation book that includes all relevant plan data, participant demographics, investment performance, and a legislative and regulatory update.

For more information, contact Standard & Poor's Financial Communications at 800.326.7697.  

About Standard & Poor's Financial Communications

Standard & Poor's Financial Communications, a division of McGraw-Hill Professional in collaboration with Standard & Poor's, is a leading provider of print and Web-based content and services for financial services firms. Its offerings include investor education, retirement plan services, advisor communication tools, marketing productivity tools, and custom communications. As part of The McGraw-Hill Companies, S&P Financial Communications leverages world-class content and data from leading brands such as Standard & Poor's and McGraw-Hill Education. The division is based in Boston, Massachusetts. Additional information is available at

McGraw-Hill Professional is a leading global provider of print and electronic content and services for the business, technical, and medical communities. Its offerings include reference and certification books for all professional and educational disciplines and online solutions on business and financial, medical and health, engineering, and scientific topics. For more information, visit

McGraw-Hill Professional is a unit of McGraw-Hill Education. McGraw-Hill Education, a division of The McGraw-Hill Companies (NYSE: MHP), is a leading innovator in the development of teaching and learning solutions for the 21st century. Through a comprehensive range of traditional and digital education content and tools, McGraw-Hill Education empowers and prepares professionals and students of all ages to connect, learn, and succeed in the global economy. McGraw-Hill Education has offices in 33 countries and publishes in more than 65 languages. Additional information is available at

About ExpertPlan

ExpertPlan Inc., headquartered outside of Princeton, NJ, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, and banks that serve 401(k) and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business and distribution models.

ExpertPlan is a recognized as a leading provider of retirement plan services by PLANSPONSOR, PLANADVISER, and and is continually ranked as one of the most rapidly growing private companies in the United States by Inc. 5000. ExpertPlan was one of the first U.S. recordkeepers to receive the CEFEX (Centre for Fiduciary Excellence) certification and is one of the thirteen original members of CIKR, the Council of Independent 401(k) Recordkeepers. CIKR is sister organization of ASPPA, the American Society of Pension Professionals and Actuaries.

SOURCE Standard & Poor's Financial Communications