For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People September 6, 2012
ExpertPlan and RedHawk Form Partnership
Redhawk Wealth Advisors Inc. selected ExpertPlan to provide
recordkeeping and administrative services for the advisory firm’s qualified
retirement plan business.
Reported by Jill Cornfield
Under the strategic alliance, ExpertPlan will design and host a fully branded, private-label retirement suite of products and plan designs that use Redhawk Wealth Advisors’ custom investment-managed portfolios. The proprietary portfolios will consist of exchange-traded funds (ETFs), with clearing, settlement and custodial services from TD Ameritrade.
Redhawk chose ExpertPlan because of their willingness to work with clients of all sizes, according to Adrienne Rivett, manager of adviser services at Redhawk. “Their innovative private-label design will maximize our ability to market our product to the masses,” Rivett said.
“We are extremely proud to have been selected by Redhawk Wealth Advisors to provide them with the retirement plan tools, resources and support to help them capitalize on increasing their retirement business,” said Ross Brown, senior vice president of sales and relationship Management at ExpertPlan.
ExpertPlan, in Princeton, New Jersey, is a provider of private-label recordkeeping plan solutions. Minneapolis-based Redhawk Wealth Advisors is a registered investment advisory firm