About Us

ExpertPlan offers asset managers and advisors the opportunity to create a private label retirement solution using our web-based retirement systems engine. This approach lets you present all of ExpertPlan's recordkeeping, plan design, and administrative services to your clients under your name as part of your complete retirement services solution. With a private label program from ExpertPlan, you can effectively compete with any other complete retirement plan solution in the marketplace. As part of our services, ExpertPlan provides comprehensive selling solutions to help grow your business by focusing on key steps ? prospecting and qualifying, consulting and making recommendations, and closing the sale. Our flexible approach enables our partners to design precisely the type of retirement plan solution that best fits their business model and distribution process.