ExpertPlan Opens First Regional Office
PRINCETON, NJ, September 10, 2007 -- ExpertPlan, a leading provider of private-label recording solutions to the retirement plan industry, today announced the opening of its new Atlanta, GA South East Regional Sales Office. The office is the first of several regional sales offices ExpertPlan will open nationwide as it seeks to bring financial institutions in key demographic areas access to the company's highly regarded recordkeeping capabilities. ExpertPlan kicked off its expansion initiative in the south east region as it is one the fastest growing areas of the United States, providing the company with considerable room for growth.
To oversee the establishment of its south east and nationwide offices, ExpertPlan hired Atlanta-based retirement marketing specialist Gregory Hyde as the company's new Executive Vice President of Sales and Business Development.
"Gregory's well-known business development skills and knowledge of the retirement marketplace will be integral in driving ExpertPlan's nationwide expansion," says Julian Onorato, CEO of ExpertPlan.
ExpertPlan will specialize in bringing to regional markets its previously centrally-based support services, enabling the company to increase service to regional banks, CPAs, RIAs, insurance agencies and others interested in expanding into the retirement business.
Mr. Hyde has extensive experience in building retirement services with strategic partnerships while with AMVESCAP Retirement, National Life of Vermont, Putnam Financial and MFS Financial Services. Mr. Hyde joins ExpertPlan in this new business development role and is now based in Atlanta where his family resides.
In August, Inc. magazine named ExpertPlan to its "Inc. 5000" List of the fastest growing privately held companies in the U.S. The company will host its fifth annual "Partnering for Success" conference September 16-18 in St. Augustine, FL.
About ExpertPlan
ExpertPlan Inc., headquartered outside of Princeton, NJ, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies and banks that serve 401k and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business and distribution models. For more information about ExpertPlan, visit www.expertplan.com.
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