EXPERTPLAN
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. The firm also offers a full range of consulting services including cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans. Now a part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner for retirement plan solutions and services.
EXPERTPLAN
Social Links:
Industry:
Finance Financial Services Information Technology
Founded:
1999-01-01
Address:
New Jersey, Saint Patrick, Trinidad And Tobago
Country:
Trinidad And Tobago
Website Url:
http://www.expertplan.com
Total Employee:
51+
Status:
Closed
Contact:
(609) 918-2500
Email Addresses:
[email protected]
Total Funding:
18.33 M USD
Technology used in webpage:
Domain Not Resolving Peak 10
Similar Organizations
PBJ Capital
PBJ Capital is an investment firm that focuses on early-stage investments in the information technology industry.
Current Advisors List
Current Employees Featured
Founder
Investors List
The Argentum Group
The Argentum Group investment in Series C - ExpertPlan
Liberty Venture Partners
Liberty Venture Partners investment in Series B - ExpertPlan
Meridian Venture Partners
Meridian Venture Partners investment in Venture Round - ExpertPlan
BaseCamp Ventures
BaseCamp Ventures investment in Venture Round - ExpertPlan
Gamma Investors
Gamma Investors investment in Venture Round - ExpertPlan
SeaCap Ventures
SeaCap Ventures investment in Venture Round - ExpertPlan
Paddington Venture Capital
Paddington Venture Capital investment in Venture Round - ExpertPlan
Paddington Venture Capital
Paddington Venture Capital investment in Series B - ExpertPlan
Bridge Partners
Bridge Partners investment in Series B - ExpertPlan
Bridge Partners
Bridge Partners investment in Series A - ExpertPlan
More informations about "ExpertPlan"
ExpertPlan - Crunchbase Company Profile & Funding
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in …See details»
ExpertPlan - Products, Competitors, Financials, Employees, …
Headquarters Location. 50 Millstone Road Building 400 Suite 300. East Windsor, New Jersey, 08520, United States. 609-918-2500See details»
ExpertPlan 2025 Company Profile: Valuation, Funding …
ExpertPlan General Information Description. Provider of open investment platform for retirement plan services to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and …See details»
ExpertPlan, Inc. Company Profile | Cranbury, NJ | Competitors ...
Find company research, competitor information, contact details & financial data for ExpertPlan, Inc. of Cranbury, NJ. Get the latest business insights from Dun & Bradstreet.See details»
Ascensus Completes ExpertPlan Acquisition – Argentum
Jan 16, 2013 Ascensus Completes ExpertPlan Acquisition. Dresher, Pennsylvania – January 16, 2013 – Ascensus, a leading retirement plan solutions provider, today announced that it has …See details»
ExpertPlan - Overview, News & Similar companies | ZoomInfo.com
Who is ExpertPlan. About ExpertPlan ExpertPlan Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset …See details»
ExpertPlan Inc - Company Profile and News - Bloomberg Markets
ExpertPlan Inc provides private-labeled recordkeeping solutions. The Company offers a range of retirement plan products for company owners and its employees including profit sharing, safe …See details»
ExpertPlan - M&A Summary, Ownership, and Business Overview
ExpertPlan provides private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services …See details»
ExpertPlan - Funding, Financials, Valuation & Investors - Crunchbase
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology.See details»
ExpertPlan - Contacts, Employees, Board Members, Advisors
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology.See details»
Ascensus to Acquire ExpertPlan - PLANSPONSOR
Nov 20, 2012 The transaction is expected to close by the end of 2012. “We are very excited to have the ExpertPlan associates join the Ascensus family,” said Bob Guillocheau, President …See details»
ExpertPlan Overview | SignalHire Company Profile
Organization Website: expertplan.com : ExpertPlan industries Finance: ExpertPlan Employees Size 100-200 employees: Specialties: flexible retirement plan solutions, consulting services, …See details»
Expertplan.com - Overview, News & Similar companies - ZoomInfo
Who is Expertplan.com. Expertplan.com LLC is a company that operates in the Internet industry. It employs 6-10 people and has $0M-$1M of revenue.See details»
ExpertPlan, Ascensus in Merger Agreement | PLANADVISER
Nov 20, 2012 Ascensus’ interest in ExpertPlan stems from the complementary open-architecture investment platform and the additional solutions offered in some key areas including micro …See details»
ExpertPlan Management Team - CB Insights
Explore {ExpertPlan's key management people. Discover current leadership team members including founders, CEO, other executives and board directors.See details»
ExpertPlan - Crunchbase
Experience the new Crunchbase, powered by AI . Organization. ExpertPlanSee details»
What is ExpertPlan? Company Culture, Mission, Values
See what employees say it's like to work at ExpertPlan. Salaries, reviews, and more - all posted by employees working at ExpertPlan.See details»
Expertplan - Overview, News & Competitors | ZoomInfo.com
Expertplan - Business Information. Consumer Services · 50 Employees. Expertplan GmbH is a company that operates in the Consumer Services industry.See details»
Organizational Planning with Microsoft Groups
2 hours ago Microsoft understands the need for giving guest temporary access to share during meetings without jeopardizing security. To simplify the process of adding guest users to …See details»
ExpertPlan - Updates, News, Events, Signals & Triggers - Crunchbase
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology.See details»