Products April 29, 2008

Newkirk Introduces Participant Profiler for Targeted Communications

Newkirk has announced the availability of its N1 Profiler, designed to identify specific plan participants for targeted communication purposes.
Reported by

The Profiler includes a Profile Report feature which summarizes the results of applying a profile against a participant list, identifying both participants who match the profile and those who do not along with the logical conditions specified in the profile. Additionally, the names and IDs of all participants satisfying the profile conditions can be downloaded into an Excel file, the company said.

Newkirk President Peter Newkirk said there is no limit to the number of profiles that can be defined in the N1 Profiler or in the number of logical conditions that can be used in defining profiles. The newly released capability is a component of NewkirkOne, Newkirk’s communication platform for participant-specific communications.

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For more information, visit www.newkirk.com or call 800-525-4237.

Deals & People April 29, 2008

ExpertPlan Acquires Recordkeeping Software Company

ExpertPlan, provider of private-label recordkeeping solutions for retirement plans has announced its acquisition of Pennsylvania-based TSCI, formerly Trust Service Company, Inc.
Reported by

According to a company announcement, TSCI, an application development company, is best known for its recordkeeping, trust accounting, Application Service Provider (ASP)-hosted client solutions, and other software products in the retirement marketplace. TSCI company products utilize IBM Java-hosted solutions on AS400 technology very similar to that used by ExpertPlan.

Currently, TSCI has 44 client relationships with banks, private employer retirement plans, third party administrators, and associations. In addition, the announcement said, TSCI maintains strategic alliances working through financial advisers and certified public accountants.

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“The addition of TSCI’s consulting and software development capabilities, as well as the company’s existing relationships, will significantly scale-up ExpertPlan’s growth,” stated Julian Onorato, ExpertPlan chairman and CEO, in the announcement.

More about ExpertPlan can be found at www.expertplan.com.

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