Products May 7, 2002
ExpertPlan Provides Solution for TPAs
July 17, 2001 (PLANSPONSOR.com) - Wholesale retirement plan provider ExpertPlan has developed a service that enables third party administrators (TPAs) to offer plan sponsors a customized, Web-based, daily valued retirement plan product.
Reported by Camilla Klein
ExpertPlan’s product allows clients to offer an Internet-based, multi-fund 401(k) in their product lines.
Among others, the group offers investment options from:
- Eaton Vance
- Goldman Sachs
- Nike Securities
The group’s retirement plans include online plan set-up
and enrollment, and
recordkeeping and transaction management services. Its Web site allows plan participants to manage their own accounts.
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