New features of the site include:
- My Fund Portfolio, which enables financial professionals to create and save custom fund portfolios,
- My Financial Professional, which provides an interactive information page for plan participants, and
- New Proposal, a 401(k) proposal tool, which provides support and marketing information for customers
ExpertPlan wholesales retirement plans to financial institutions, such as third party administrators, broker/dealers, fund companies, banks and insurance companies, which in turn sell those retirement plans to employers.
« HOUSE CALL – Pension Bill Overwhelmingly Passes House