ExpertPlan Provides Solution for TPAs

July 17, 2001 ( - 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.

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:

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  • 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.