EXPERTPLAN

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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.

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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


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Current Advisors List

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Bruce Bedford Board of Directors @ ExpertPlan
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Current Employees Featured

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Winthrop Cody
Winthrop Cody Founder & CEO @ ExpertPlan
Founder & CEO

Founder


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Winthrop Cody

Investors List

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The Argentum Group

The Argentum Group investment in Series C - ExpertPlan

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Liberty Venture Partners

Liberty Venture Partners investment in Series B - ExpertPlan

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Meridian Venture Partners

Meridian Venture Partners investment in Venture Round - ExpertPlan

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BaseCamp Ventures

BaseCamp Ventures investment in Venture Round - ExpertPlan

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Gamma Investors

Gamma Investors investment in Venture Round - ExpertPlan

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SeaCap Ventures

SeaCap Ventures investment in Venture Round - ExpertPlan

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Paddington Venture Capital

Paddington Venture Capital investment in Venture Round - ExpertPlan

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Paddington Venture Capital

Paddington Venture Capital investment in Series B - ExpertPlan

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Bridge Partners

Bridge Partners investment in Series B - ExpertPlan

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Bridge Partners

Bridge Partners investment in Series A - ExpertPlan

Official Site Inspections

http://www.expertplan.com

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