Products February 2, 2009
ExpertPlan Partnership Offers Access to Non-traditional Investments
February 2, 2009 (PLANSPONSOR.com) - Recordkeeper
ExpertPlan has partnered with Riverton, Utah-based American
Pension Services, Inc. to support self-directed retirement
plans, including IRAs.
Reported by Rebecca Moore
The move will enable ExpertPlan to now support non-traditional investments such as closely held stocks, trust deed notes, tax liens, real property, LLC’s, and promissory notes, according to a press release.
“By partnering with American Pension Services, ExpertPlan can now offer investors the opportunity to structure a more balanced retirement portfolio with access to both traditional and non-traditional investments,” said Ross Brown, Senior Vice President of Sales and Relationship Management, in the announcement.
More information is at www.expertplan.com .
You Might Also Like:
Ascensus Adding $3.9B to Recordkeeping Assets with Acquisition
Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years.
Products |
Investment Product and Service Launches
F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories...
Benefits |
DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity
According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...