October 5, 2012 (PLANSPONSOR.com) – ExpertPlan Inc. announced it has
completed the acquisition of Suncoast Pension and Benefits Group Inc., a
retirement plan third-party administrator (TPA).
The Suncoast group will continue to focus on its core
competency, which is providing third-party administration for medical and
professional practices and small businesses. ExpertPlan will design and provide
a fully branded, private-label retirement suite of products for Suncoast’s
advisers, plan sponsors and participants.
“Acquiring a TPA business in Florida, in addition to the
actuarial, legal and administrative services we provide in our New Jersey
corporate office, enables ExpertPlan to provide consulting services to our
adviser distribution network in the Southeast on a local level,” said George
Sawn, executive vice president and chief operating officer, ExpertPlan
ExpertPlan, headquartered outside Princeton, New Jersey, is
a provider of private-label recordkeeping plan services.
Suncoast Pension and Benefits Group Inc., in Tampa, Florida,
has been providing actuarial, consulting and Employee Retirement Income
Security Act (ERISA) services in the Gulf Coast area for more than 20 years.