Headquartered in Princeton, N.J., ExpertPlan provides private-label recordkeeping solutions to asset management firms, brokers, insurance companies and banks and was established in 1999.The company provides a range of retirement plan solutions and services. In addition, it offers a variety of service models and plan types, including startups, conversion, profit sharing and money purchase plans. ExpertPlan offers technological services for portfolios, collective trusts, investments, as well as portfolios, load-waived, lifecycle and lifestyle funds that satisfy the qualified default investment alternative regulations. Its recordkeeping platform provides integrated payroll processing services. ExpertPlan is located in East Windsor, N.J.
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