ExpertPlan Enhances Site

August 7, 2001 ( - ExpertPlan, a provider of online retirement plan administration has enhanced its Web site to ease the administrative burden of managing a retirement plan.

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.