As of September 30, 2015, all clients have converted off of the ExpertPlan platform and the site is now available with limited functionality.

If you have questions regarding your account or if your account transitioned to the enhanced Ascensus platform and you do not know your account access information, please Contact Us for assistance.

To review your history, your login access to your ExpertPlan account will be available through the end of 2015.

Access your ExpertPlan account

Log In

If you know your account access information you can access your Ascensus account information through the links below.

Access your Ascensus account

Plan Sponsors


Financial Professionals and TPAs


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