Products December 20, 2007

ExpertPlan Teams with RIA Firm on 401(k) Offering

December 20, 2007 (PLANSPONSOR.com) - ExpertPlan, a provider of private-label recordkeeping solutions to the retirement plan industry, has announced a new strategic partnership with RIA (registered investment adviser) firm Brock Asset Management based in Phoenix, Arizona.
Reported by
Add as a preferred source on Google

According to the news release, ExpertPlan has been chosen as recordkeeper for Brock Asset Management’s recently launched 401(k) product, 401-IRA Company.

“ExpertPlan is honored to have been selected as the recordkeeper-of-choice for 401-IRA Company,” said Ross Brown, ExpertPlan’s Senior Vice President of Sales & Relationship Management, in the release. “We look forward to helping Brock Asset Management expand its retirement presence within the Southwest.”

Get more!  Sign up for PLANSPONSOR newsletters.

More about Brock Asset Management’s 401-IRA Company can be found at www.401-IRA.com .

More about ExpertPlan is at www.ExpertPlan.com .

«