Products September 29, 2008

ExpertPlan Announces DB Offering

September 29, 2008 (PLANSPONSOR.com) - ExpertPlan, provider of private label recordkeeping solutions for the micro- to small retirement plan market, in October will be adding defined benefit plans to the existing suite of retirement products it offers.
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A new plan, “ExpertPlan OnePersonPlus,” is designed for sole proprietorships and micro-market businesses (one to five employees) seeking to contribute $100,000 or more of pre-tax income and take advantage of significant tax savings, according to a press release. Contributions can be two to three times higher than those typically found in a SEP or 401(k) program.

ExpertPlan OnePersonPlus plans will be sold and administered by Dedicated Defined Benefit Services, a San Francisco, California-based company focusing exclusively on helping advisers and financial institutions offer defined benefit plans to high-income small business owners. ExpertPlan will handle the recordkeeping services.

More information is at www.ExpertPlan.com .

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