ExpertPlan Selects Standard & Poor's for Enrollment Kits
NEW YORK, NY, June 29, 2010 -- Standard & Poor's Financial Communications, a division of McGraw-Hill Professional in collaboration with Standard & Poor's, today announced that Plan On Demand, its proprietary online document ordering system, is available now on the ExpertPlan retirement service recordkeeping platform.
Using this online document ordering system, ExpertPlan clients can customize, order, and ship enrollment kits in as little as 24 hours, making this system one of the fastest and most convenient in the marketplace. Plus, the base and printing costs of enrollment kits have been lowered to offer a more budget-conscious alternative.
Key Features
- Convenient online platform -- say good-bye to paper forms!
- Flexible branding options -- use Standard & Poor's, company branding, or both.
- Streamlined, easy-to-follow kit education section written by FC's industry experts.
- Competitive pricing -- no setup fees or minimum orders.
- Operated in partnership with EarthColor, an environmentally friendly national printing and fulfillment house.
- Ability to include quarterly fact sheets for mutual funds and other investment options.
"ExpertPlan's plan sponsor clients will now have a choice when it comes to ordering enrollment kits," said Larry McQuaid, vice president and general manager of Standard & Poor's Financial Communications. "They'll be able to set up an account in just minutes and can include the most up-to-date fact sheets for the investments they offer."
ExpertPlan clients can also choose to order an annual plan review presentation book that includes all relevant plan data, participant demographics, investment performance, and a legislative and regulatory update.
For more information, contact Standard & Poor's Financial Communications at 800.326.7697.
About Standard & Poor's Financial Communications
Standard & Poor's Financial Communications, a division of McGraw-Hill Professional in collaboration with Standard & Poor's, is a leading provider of print and Web-based content and services for financial services firms. Its offerings include investor education, retirement plan services, advisor communication tools, marketing productivity tools, and custom communications. As part of The McGraw-Hill Companies, S&P Financial Communications leverages world-class content and data from leading brands such as Standard & Poor's and McGraw-Hill Education. The division is based in Boston, Massachusetts. Additional information is available at http://fc.standardandpoors.com/.
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.
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