ExpertPlan, Inc., headquartered near Princeton, NJ, is the premier provider of private-labeled record keeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans. The Company’s scalable record keeping solution can be customized to fully integrate with a client’s business and distribution models. ExpertPlan was acquired by Ascensus in December 2012.
Location: Canada, Ontario, Windsor
Employees: 11-50