Partnering With Advisors
For more information contact our sales team at 866-929-2525 or sales@expertplan.com

Here is a sampling of fund families offered on the ExpertPlan platform. Full List

Financial Advisor Registration

Newkirk EnrollPlus Newkirk Enroll PLUS
EnrollPlus® is a universal enrollment publishing system that will allow mid-sized financial institutions and Third Party Administrators (TPAs) to effectively compete with larger plan providers. With EnrollPlus as the starting point, Newkirk can create a custom enrollment system for you quickly and economically.

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Sample Enrollment Guide: Its Your Story

Standard & Poor's Financial Communications Plan On Demand®
Fast. Easy. Convenient.
Use this online document ordering system to customize, order, and ship enrollments kits in as little as 24 hours! No setup fees. No minimum orders. Flexible branding.

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Newkirk EnrollPlus An ERISA/Fidelity Bond is required under ERISA §412 to protect the plan's assets in the event of fraud...

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