ExpertPlan
Delivering simple and affordable retirement solutions to small employers through advanced technology and exceptional client service
est. 1999
ExpertPlan is the older company (1999 vs 2014).
Side-by-Side Comparison
| Metric | ExpertPlan | Pension Assurance LLP |
|---|---|---|
| Founded | ||
| Founded | 1999 older | 2014 |
| Headquarters | ||
| Headquarters | Not tracked yet | Agoura Hills, United States |
| Employees | ||
| Employees | Not tracked yet | 59 |
| Industry | ||
| Industry | Finance, Financial Services, Information Technology | Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Series C | Not tracked yet |
| Total Funding | ||
| Total Funding | $18.33M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 5 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Retirement Plan Auditing, Assurance Services, Defined Contribution Plans, 401(k) Plans, 403(b) Plans, Profit Sharing Plans, Money Purchase Pension Plans, Employee Stock Ownership Plans, Defined Benefit Plans, Pension Plan Expertise |
| Website | ||
| Website | expertplan.com | pensionassurance.com |
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...
About Pension Assurance LLP
Pension Assurance LLP, founded in 2014, is an accounting firm specializing in providing assurance services for retirement plans, in compliance with federal law audit requirements. With expertise in auditing various retirement plans, including defined contribution plans, 401(k) plans, 403(b) plans, a...
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Funding, hiring, leadership and stack changes at ExpertPlan and Pension Assurance LLP — by email.
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Compiled from the BounceWatch company index. We last looked at ExpertPlan on 12 Sep 2024, and Pension Assurance LLP on 10 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.