For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Products February 2, 2009
ExpertPlan Partnership Offers Access to Non-traditional Investments
February 2, 2009 (PLANSPONSOR.com) - Recordkeeper
ExpertPlan has partnered with Riverton, Utah-based American
Pension Services, Inc. to support self-directed retirement
plans, including IRAs.
Reported by Rebecca Moore
The move will enable ExpertPlan to now support non-traditional investments such as closely held stocks, trust deed notes, tax liens, real property, LLC’s, and promissory notes, according to a press release.
“By partnering with American Pension Services, ExpertPlan can now offer investors the opportunity to structure a more balanced retirement portfolio with access to both traditional and non-traditional investments,” said Ross Brown, Senior Vice President of Sales and Relationship Management, in the announcement.
More information is at www.expertplan.com .