Partnering With TPAs, Pension & Benefit Consultants, and Administrators
Do you believe trends in fee disclosure favor pension and investment offerings with greater transparency? Do you believe that open architecture investment platforms will take precedence? Do you ever lose business to TPAs who use a proprietary recordkeeping platform? Would you like to offer a complete retirement services program to your clients and prospects?
If you've answered yes to any of these questions, a partnership with ExpertPlan can help you grow your business.
Historically, only the largest pension and benefits consultants could implement and operate the retirement plan recordkeeping systems required to provide complete pension services to their clients. The internet and ASP solutions have changed that model, making pension solutions available to firms of all sizes.
ExpertPlan offers you the opportunity to create a partnership solution using our web-based retirement systems engine. This approach lets you present all of ExpertPlan's recordkeeping, plan design, and administrative services to your clients under one easy to manage system.
Partnering with ExpertPlan is fast and simple. Talk to us today about how ExpertPlan's partnership solutions can help drive your business growth.