ExpertPlan Announces New Institutional Partnership with 1st Global

Dresher, Pennsylvania—January  7, 2014 – ExpertPlan, an Ascensus company, announced today that it has launched a partnership with 1st Global, a research and consulting partner to select CPA and wealth management firms.
Through ExpertPlan, three service models are available to 1st Global’s more than 1,000 financial professionals: Full Service, Recordkeeping-only, and Consulting Services. Each model is available for 401(k), Solo(k), New Comparability, ERISA 403(b), Defined Benefit, and Cash Balance retirement plans. In addition, the platform features 1st Global’s Retirement Management Solutions which is a set of four managed investment portfolios designed for various participant risk tolerances.

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Categories: Financial, Investments, NJTC Information Technology Network

Author:NJ Tech Council

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