Retirement(401K)

As a business owner and entrepreneur, your retirement and pension program is a key component of your overall strategy to build wealth over time. Employees see things much the same way and value highly the retirement program you offer to them.

ExpertPlan’s approach to retirement services is built on three key ideas: partnership, personalization, and flexibility. We provide retirement programs to plan sponsors in partnership with asset managers, advisors, and benefits consultants.

Committed to Partnership

Today, delivering comprehensive and customized pension and retirement plan solutions to the executives and owners of small firms and their employees requires collaboration and integration. Because this is so, ExpertPlan's infrastructure works in partnership with financial advisors, investment managers, insurance companies, associations, benefits firms, and Payroll Companies like Payality to deliver customized and personalized retirement programs to firms like yours.

Payality will do the work of calculating and deducting the proper retirement contribution from your employee’s check, calculating any employer match and forwarding the contribution and census data directly to ExpertPlan each pay period. 

Your retirement advisor is an integral part of your retirement program. Our retirement plan solutions incorporate tools and resources that help financial and retirement advisors maximize the value of the services they provide to you and your employees. Tools that help them focus on providing advice and counsel, maintain continuous contact with their business owner clients and efficiently reach out to individual plan participants with email utilities and updates.

Your Pension & Retirement Wealth Engine.

ExpertPlan’s forward focus on technology delivers a completely personalized retirement plan experience by driving relevant information and communication to everyone involved in the program. This personal approach most effectively supports the important goal of building retirement wealth over time. As both a plan sponsor and an investor yourself, you will particularly appreciate the tools available to you in both roles.

Plan participants have an individual portal for all of their investment and account information available and updated at all times, and receive useful and actionable confirmations and notifications. You, as a business owner and executive - and plan sponsor - have complete flexibility to structure a retirement and wealth building program tailored to the unique needs and structure of your company, customized for your employees. Tools like a weekly to-do dashboard make managing the plan easy and fast.



Simplifying Investing