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:
- Alliance
- Eaton Vance
- Federated
- Goldman Sachs
- Liberty
- Nike Securities
- Oppenheimer.
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.