Firms Partner to Offer Small Business Retirement Plan

June 8, 2012 ( – ExpertPlan has formed a new product partnership with 3D Asset Management Inc.

By Jay Polansky | June 08, 2012

Their new product, ExpertAdvisorPlan, is a non-commission, full-service retirement plan designed for micro and small businesses. It offers 3D’s low-cost exchange-traded funds (ETFs) from providers such as iShares, WisdomTree, Charles Schwab and Invesco Powershares.

The product includes education services and support tools.  Plan sponsors can transfer fiduciary liability for overseeing plan investments by "delegating" responsibility in writing to 3D Asset Management as the Employee Retirement Income Security Act (ERISA) section 3(38) investment manager.

"We are extremely pleased that 3D Asset Management selected ExpertPlan as their strategic partner for ExpertAdvisorPlan,” said Rick Keast, ExpertPlan’s senior vice president of sales and business development. “This solution provides a tremendous benefit and relief for plan sponsors and participants.”