ExpertPlan, Inc., headquartered near Princeton, NJ, is the premier provider of private-labeled record keeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans. The Company’s scalable record keeping solution can be customized to fully integrate with a client’s business and distribution models. ExpertPlan was acquired by Ascensus in December 2012.
Location: Canada, Ontario, Windsor
Employees: 11-50
Total raised: $8.28M
Investors 1
| Date | Name | Website |
| - | The Argent... | argentumgr... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 01.09.2004 | Series C | $8.28M | The Argent... |
Mentions in press and media 5
| Date | Title | Description |
| 20.11.2012 | Ascensus to Acquire ExpertPlan | Ascensus Has Entered into a Merger Agreement to Acquire ExpertPlan Dresher, Pennsylvania – November 20, 2012 – Ascensus, a leading retirement plan solutions provider, is pleased to announce they have entered into a definitive merger agreem... |
| 22.09.2011 | NJBIZ Honors New Jersey’s Fifty Fastest Growing Companies | ExpertPlan, Inc. has been named one of New Jersey’s 2011 Fifty Fastest Growing Companies. The award program produced by NJBIZ, New Jersey’s premiere business news publication, is presented by Rothstein Kass and sponsored by Lowenstein Sandl... |
| 18.06.2009 | ExpertPlan Purchases ADP’s Retirement Services TPA Program Business in Kansas | East Windsor, NJ and Roseland, NJ – June 18, 2009 – Leading retirement plan recordkeepers ExpertPlan and ADP Retirement Services (“ADP”), today announced that ExpertPlan acquired portions of ADP’s retirement plan recordkeeping business that... |
| 29.04.2009 | ExpertPlan Hires John Farmakis as EVP of Sales, Marketing & Business Development | East Windsor, NJ – Leading retirement plan recordkeeper ExpertPlan announces the hiring of John Farmakis as its new Executive Vice President of Sales, Marketing & Business Development effective May 1, 2009. Farmakis will be responsible ... |
| 01.09.2004 | ExpertPlan Closes $8.275 Million Series C Financing Round Led by The Argentum Group and First Analysis | Company will use investment to continue accelerated growth East Windsor, NJ (September 1, 2004) – ExpertPlan, www.expertplan.com, the leading provider of private labeled retirement solutions to the financial services industry, announced to... |