Touchstone Investments Expands Relationship With ExpertPlan

In a press release dated January 6, 2003, Touchstone Investments announced that it has reached an agreement with ExpertPlan, a leading Web-based provider of retirement planning products and services, to offer a bundled Touchstone retirement product to financial professionals. The Touchstone product will allow plan sponsors to choose from among ten Touchstone Funds.

"We are pleased to offer a Touchstone bundled 401k product that will provide plan participants with access to uniquely designed funds and carefully selected world-class money managers. ExpertPlan has been instrumental in increasing Touchstone's availability for use in the e-401k marketplace," said Patrick Bannigan, senior vice president and managing director for Touchstone Investments. "The partnership between ExpertPlan and Touchstone allows financial advisors to work with a full range of plans from start-ups to larger multi-participant plans. This newest agreement also allows Touchstone to offer Solo 401k plans, something few mutual fund companies can provide."

The Touchstone Family of Funds includes 19 funds that span the entire risk spectrum, and offer exclusive access to premier institutional money managers.

"We are pleased to have the opportunity to offer a 401k plan with a selection of high quality mutual funds from Touchstone," said Win Cody, president and founder of ExpertPlan. "The Touchstone 401k is a tremendous addition to our platform of retirement planning products."