For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Products December 20, 2007
ExpertPlan Teams with RIA Firm on 401(k) Offering
December 20, 2007 (PLANSPONSOR.com) - ExpertPlan, a
provider of private-label recordkeeping solutions to the
retirement plan industry, has announced a new strategic
partnership with RIA (registered investment adviser) firm
Brock Asset Management based in Phoenix, Arizona.
Reported by Rebecca Moore
According to the news release, ExpertPlan has been chosen as recordkeeper for 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 the release. “We look forward to helping Brock Asset Management expand its retirement presence within the Southwest.”
More about Brock Asset Management’s 401-IRA Company can be found at www.401-IRA.com .
More about ExpertPlan is at www.ExpertPlan.com .