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ExpertPlan logo — Delivering simple and affordable retirement solutions to sma...

ExpertPlan

Delivering simple and affordable retirement solutions to small employers through advanced technology and exceptional client service

Founded 1999 Series C Total: $18.33M Finance, Financial Services +1

General Information

Company Name ExpertPlan
Founded Year 1999
Industries Finance, Financial Services, Information Technology
Funding Stage Series C
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About ExpertPlan

ExpertPlan is a company that aims to provide simple and affordable retirement solutions for small employers by leveraging advanced technology and exceptional client service. Established in 1999, the firm has positioned itself as a leader in the defined contribution market, serving numerous companies and organizations with billions of dollars in retirement assets. ExpertPlan's range of services includes cash balance retirement plans, defined benefit plans, and combination plans. In 2004, they received an $8.28M Series C investment from The Argentum Group, demonstrating external confidence in their business model. Now part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner, offering comprehensive retirement plan solutions and services to its clients. Their focus on operational efficiencies and client service has contributed to their success in the Finance, Financial Services, and Information Technology industries.

Taxonomy: Retirement solutions, Defined contribution, Small employers, Technology, Client service, Operational efficiencies, Consulting services, Cash balance retirement plans, Defined benefit plans, Combination plans, Ascensus, Financial services, Investment, Retirement assets

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series C •••••• 1 •••• •••• 03 Sep 2004
Series B •••••• 1 •••• •••• 01 Nov 2002
Venture Round •••••• 5
Investor Investor Investor Investor
•••• •••• 		16 Oct 2001
Series B •••••• 2
Investor
•••• •••• 		22 Feb 2001
Series A •••••• 1
Investor
14 Jun 2000

ExpertPlan Alternatives & Competitors

ExpertPlan vs
Plan Design Consultants, Inc.
Plan Design Consultants, Inc. United States

smart.easy.awesome.

24 employees
Finance, Financial Services
ExpertPlan vs
PACETPA
PACETPA United States

Independent Retirement Plan Administration

9 employees
Education, Insurance
ExpertPlan vs
Pension Assurance LLP
Pension Assurance LLP United States

The Power of Focus

59 employees
Finance, Financial Services
Compare ExpertPlan vs Pension Assurance LLP

FAQ About ExpertPlan

Delivering simple and affordable retirement solutions to small employers through advanced technology and exceptional client service
ExpertPlan was founded in 1999.
ExpertPlan operates in the following industries: Finance, Financial Services, Information Technology.
ExpertPlan has completed 5 funding rounds, raising a total of $18.33M. The latest funding stage is Series C.
Top alternatives and competitors to ExpertPlan include Plan Design Consultants, Inc., PACETPA, Pension Assurance LLP, Smart USA Co, Latitude Retirement. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ExpertPlan and Plan Design Consultants, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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