ExpertPlan Enhances Auto-Enrollment Technology
PRINCETON, NJ, October 23, 2006 -- ExpertPlan, Inc., the leading provider of private-labeled retirement solutions to the financial services industry, announced that it has launched an enhanced auto-enrollment capability. This new features now enables Advisors and Plan Sponsors to select any of the lifestyle, asset allocation and target date investments currently available on ExpertPlan's open architecture, recordkeeping platform.
With a focus on helping Plan Sponsors increase employee participation rates, the new auto-enrollment technology also delivers real time reports showing employee participation rates and allows Plan Sponsors to elect automatic deferral increase features.
"Our open architecture platform has enabled us to take auto-enrollment to a new level," said Ross Brown, Senior Vice President of Sales and Management.
About ExpertPlan
ExpertPlan Inc., headquartered outside of Princeton, NJ, provides the only entirely proprietary, private-labeled recordkeeping platform to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs and banks that serve 401(k) and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business models. For more information about ExpertPlan, visit www.expertplan.com.
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