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 Company Profile 2024: Valuation, Funding โฆ
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 โฆSee details»
ExpertPlan - Products, Competitors, Financials, Employees, โฆ
ExpertPlan is a provider of micro and small plan recordkeeping and administrative services for approximately 16,000 plans with a particular focus on providing web-enabled technology โฆSee 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»
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 โฆSee details»
ExpertPlan Inc - Company Profile and News - Bloomberg Markets
ExpertPlan provides private-labeled recordkeeping solutions. The Company offers a range of retirement plan products for company owners and its employees including profit sharing, safe โฆSee details»
Ascensus Completes ExpertPlan Acquisition โ Argentum
Jan 16, 2013 With more than 30 years of industry experience, Ascensus is a leading provider of high-quality retirement plan solutions for organizations of all sizes. Through its 1,100+ highly โฆSee details»
ExpertPlan - Funding, Financials, Valuation & Investors - Crunchbase
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. Search Crunchbase. Start Free Trial . ... How much funding has โฆSee 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 to Acquire ExpertPlan โ Argentum
Nov 20, 2012 Ascensus to Acquire ExpertPlan. Ascensus Has Entered into a Merger Agreement to Acquire ExpertPlan. Dresher, Pennsylvania โ November 20, 2012 โ Ascensus, a leading โฆSee details»
ExpertPlan, Ascensus in Merger Agreement | PLANADVISER
Nov 20, 2012 Ascensusโ interest in ExpertPlan stems from the complementary open-architecture investment platform and the additional solutions offered in some key areas including micro โฆSee details»
Ascensus to Acquire ExpertPlan - PLANSPONSOR
Nov 20, 2012 Ascensusโ interest in ExpertPlan stems from the complementary open-architecture investment platform and the additional solutions offered in some key areas including micro โฆSee details»
Ascensus acquires ExpertPlan - 2012-11-20 - Crunchbase
Nov 20, 2012 ExpertPlan ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. Acquiring Organization: Ascensus โฆSee details»
ExpertPlan Expands Into 401(k) Retirement Plan Consulting
Jun 22, 2010 ExpertPlan announced today that as of Tuesday, June 4, 2010, Redwood Administrators, Inc. became a wholly owned subsidiary of ExpertPlan, Inc., based in East โฆSee details»
Ascensus Has Entered into a Merger Agreement to Acquire โฆ
Nov 20, 2012 The ExpertPlan team also distributes through a broad network of intermediary partners which is very similar to the Ascensus approach. The transaction is expected to close โฆSee details»
ExpertPlan Acquired, Moves to Cranbury - communitynews.org
Oct 20, 2015 ExpertPlan was founded by Winthrop Cody in 1999 in an incubator on South Broad Street in Trenton and later moved to Windsor Corporate Park where it eventually grew to more โฆSee details»
ExpertPlan Purchases ADPโs Retirement Services TPA Program โฆ
Jun 18, 2009 The acquisition, ExpertPlanโs third in just 14 months, expands the firmโs capabilities and geographic presence and continues to position the firm as a trusted retirement โฆSee details»
ExpertPlan - Crunchbase
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology.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. ExpertPlan CEO, Founder, โฆSee details»
Ascensus, owner of ExpertPlan, rolls out new branding
Mar 5, 2014 The new brand and logo reflect Ascensus' evolution from retirement plan services provider and recordkeeper to a more diverse company.See details»