Deals & People December 20, 2007

ExpertPlan Teams with RIA Firm on 401(k) Offering

ExpertPlan, a provider of private-label recordkeeping solutions to the retirement plan industry, has announced a new strategic partnership with the registered investment adviser (RIA) firm Brock Asset Management.

Reported by

Rebecca Moore

ExpertPlan has been chosen as the recordkeeper of choice for Phoenix, Arizona-based Brock Asset Management’s recently launched 401(k) product, 401-IRA Company.

“ExpertPlan is honored to have been selected as the recordkeeper-of-choice for 401-IRA Company,’ said Ross Brown, ExpertPlan’s Senior Vice President of Sales & Relationship Management, in a news release. “We look forward to helping Brock Asset Management expand its retirement presence within the Southwest.’

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More about Brock Asset Management’s 401-IRA Company can be found at www.401-IRA.com.

More about ExpertPlan is available at www.ExpertPlan.com.