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.

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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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Official Site Inspections

http://www.expertplan.com

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