ExpertPlan
New Jersey
About ExpertPlan
ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. The firm also offers a full range of consulting services including cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans. Now a part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner for retirement plan solutions and services.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $18.3M
- Funding stage: M&A
- Last round: Series C (Sep 2004)
- Website: expertplan.com
- Phone: (609) 918-2500
Industries & Categories
Finance, Financial Services, Information Technology
Social Profiles
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