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Press Release Archive
ExpertPlan Announces Appointment of George Sawn to its Board of Directors
MG Expert-ly Distributes Managed Accounts
ExpertPlan Grows 40% and Wins Award in 2006 - '07 Expansion Already Underway
TPA Winter Roundtable Discussion
Social(k) Retirement Platform Embraced By Socially Conscious Companies in 2006 - Its First Year
ExpertPlan Partners with Colonial Surety Company to Provide Fiduciary Liability Insurance to Retirement Plan Providers and Sponsors
Sentinel Names ExpertPlan as Preferred Provider for Destinations Retirement Plans
Winslow Green Growth Fund, Kiplinger's "Best Socially Screened Fund" of 2006, is Added to Social(k), Nation's Most Expansive Socially Responsible 401(k) Platform
ExpertPlan Launches Enhanced Auto-Enrollment Technology
ExpertPlan Named to Philadelphia 100®
ExpertPlan Announces Fully-Customized VRS System for Private Label Partners
ExpertPlan Partners With Putnam Investments to Introduce Safe Harbor Option for Putnam Small Business 401(k)
ExpertPlan Keeps Tar Heel Records
ExpertPlan Names Julian Onorato as President
ExpertPlan Names COO
Social(k) Lands Fund Manager
Social(k) To Expand Fund Lineup
ExpertPlan Sees Robust Growth
Provider Offers Socially-Screened Solo(k)
ExpertPlan Names BizDev EVP
ExpertPlan Names Robert L. Unger Executive VP and Chief of Business Development
ExpertPlan to Waive Fees for Retirement Plans and Participants in Louisiana, Mississippi and Alabama
ExpertPlan Annual Conference to Focus on Managed Accounts, Fiduciary Liability and Other Key 401(k) Issues
ExpertPlan Introduces Social(k), a Diverse Platform of Socially-Responsible Funds for Retirement Plans
ExpertPlan Names Phyllis Berman as SVP-Product Management
ExpertPlan Introduces "Portfolio Builder" to Help RIAs Manage 401(k) Participant Portfolios
ExpertPlan Exceeds $1 Billion of Assets
ExpertPlan Chooses LTSave As Independent Retirement Planning Advice Partner
ExpertPlan Closes $8.275 Million Series C Financing Round Led by The Argentum Group and First Analysis
ExpertPlan Adds Former PFPC CEO to Board of Directors
ACG Latest TPA to Select ExpertPlan
ExpertPlan and Street Smart 401K Introduce Managed Portfolios
New First American Stable Asset Advisor Fund Launches
Touchstone Investments Expands Relationship with Wed-based 401(k) Platform
Ameritrade Corporate Services
TM
and ExpertPlan, Inc. Announce Agreement to Provide Self-Directed Brokerage Accounts
Riggs Bank N.A. Selects ExpertPlan Platform for New Product: Riggs Online Express 401(k)
ExpertPlan Closes $4.35 Million Funding Round
ExpertPlan Platform Revolutionizes TPA Business - 20
th
TPA Selects ExpertPlan as Platform
Putnam Investments To Launch Individual(k) Plan
CDC IXIS Asset Management Advisors Group Partners with Expertplan in 401(k) Partners Program
John Hancock Funds and ExpertPlan Introduce T(k)O, a 401(k) Product for Self-Employed Individuals
O'Brien Joins ExpertPlan as CEO
Former Merrill Lynch CTO John Barbano Joins ExpertPlan's Advisory Board
ExpertPlan Rolls Out Solo(k) to its Financial Partners
ExpertPlan Hires Industry Veteran to Lead Sales Team
ExpertPlan Taps McCarthy as Sales VP
ExpertPlan Closes $4 Million Funding Round With BaseCamp Ventures
Acument Securities Selects ExpertPlan To Provide their Brokers with Online Retirement Plan Product
John Hancock Funds To Join ExpertPlan's 401(k) Platform
ExpertPlan Develops Flexible TPA Online Product
U.S. Bank Selects ExpertPlan to Provide Private Label Web 401(k) Product
ExpertPlan Selects esıvio and SunGard to Deliver Highest Availability to Retirement Plan Administration Services
Nike Securities LP Teams Up With ExpertPlan
Nathan & Lewis Selects ExpertPlan to Provide Their Brokers with Online Retirement Plan Product
ExpertPlan Closes Second Round Funding with Investment From Paddington Venture Capital
ExpertPlan Selected by Papa Johns
ExpertPlan Selected for 401(k) Administration by E-Learning Provider to the Financial Services Industry
Coast-to-Coast, Brokers Reap Advantages of Internet with ExpertPlan
Round Hill Securities Selects ExpertPlan to Power its Online 401(K) Product
Legg Mason Selects ExpertPlan To Power Its New Online Retirement Plans
ExpertPlan's Growth Drives Move to New HQ
ExpertPlan Introduces New Retirement Plan Products
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