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Products October 26, 2004
ExpertPlan Chooses LTSave to Provide Retirement Investment Advice
October 26, 2004 (PLANSPONSOR.com) - ExpertPlan, a
provider of private label retirement plans, has chosen LTSave
Inc. to provide an independent retirement advice component to
its recordkeeping platform.
Reported by Kip McDaniel
ExpertPlan partners and advisors will now be able to offer their sponsors and participants specific and independent investment advice, according to an LTSave press release. LTSave aims to provide advice for a user’s retirement account based on individual goals and preferences, according to the release.
ExpertPlan will offer LTSave’s proprietary software to its customers, with over 3,000 mutual funds within 60 fund families offered through the service. Data and transactions will now be totally integrated, according to the release. Plan participants will now have the ability to allow LTSave to monitor their portfolios and provide discretionary management and fund selection.
ExpertPlan ( www.expertplan.com ) provides private label retirement solutions to the financial service industry. LTSave Inc. ( www.ltsave.com ) provides independent investment advice via the internet.