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Products July 8, 2001
ExpertPlan Enhances Site
August 7, 2001 (PLANSPONSOR.com) - ExpertPlan, a
provider of online retirement plan administration has
enhanced its Web site to ease the administrative burden of
managing a retirement plan.
Reported by Camilla Klein
New features of the site include:
- My Fund Portfolio, which enables financial professionals to create and save custom fund portfolios,
- My Financial Professional, which provides an interactive information page for plan participants, and
- New Proposal, a 401(k) proposal tool, which provides support and marketing information for customers
ExpertPlan wholesales retirement plans to financial institutions, such as third party administrators, broker/dealers, fund companies, banks and insurance companies, which in turn sell those retirement plans to employers.
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