Here is the press release from Bob Guillocheau, the CEO of Ascensus, about the purchase. I will be in Expertplans offices on Tuesday to meet with them and make sure that I fully understand the ramifications of the purchase for my clients – Reeve
“We are excited to have the ExpertPlan associates
join the Ascensus family, and look forward to working together to
deliver high quality services to you and your clients. The combination
of ExpertPlan and Ascensus creates the largest independent,
open-architecture investment platform retirement plan servicing company
in the nation, with over 42,000 plans serviced. This size and scale
will allow for continued investments in ExpertPlan to ensure we deliver
on our high quality service promise.
ExpertPlan will continue to service your business
from the main service center in East Windsor, NJ, and will operate under
the “ExpertPlan, an Ascensus®company” branding you see above in the new
ExpertPlan’s core capabilities in web-based plan recordkeeping and administration
plus defined benefit plans are not services offered by Ascensus.
This means that you and your clients will continue to be serviced by the same
dedicated and knowledgeable employees who will
continue to offer value-added services in their current capacity.
At Ascensus, our core values of People Matter, Quality First and Integrity Always® inform our decisions and are the cornerstones
of who we are and how we think about our client relationships. This
means we work closely with our clients to determine the appropriate approach to help
them reach their business goals. We look forward to working with you and
your clients by providing the innovative solutions that have always
been delivered by ExpertPlan.
We appreciate your business and look forward to continuing to work together in providing world-class
financial and retirement solutions. If you have any
immediate questions, please feel free to reach out to your client