New RK Offering Allows Fund Customization

March 15, 2005 ( - ExpertPlan, Inc., a Princeton, New Jersey-based retirement plan recordkeeper for the financial services industry, unveiled Portfolio Builder to further help advisors custom design K plan portfolios.

A news release from the company said the new offering allows advisors to create a lineup of any number of portfolios for each plan.   According to the company, participants can then view:

  • a description of each portfolio including its strategic asset allocation
  • an explanation of the suitability of each portfolio for investors, depending upon their investment horizon, risk tolerance or other factors
  • which funds from the plan menu make up the portfolio and in what proportions.

Participants can select a portfolio online or through group enrollment meetings, the company said in the announcement.


“RIA’s needed a way to complement the fund selection and monitoring they provide for plan sponsors by helping participants allocate their investment portfolios,” said Timothy O’Brien, chief executive officer, in the announcement.  

For more information about the company, call 866-929-2525 or go to .