ExpertPlan takes on 3D for some assistance?!

June 13th, 2012 · No Comments · HDGURU3D News

Helping plan well for 3D futures, ExpertPlan forges a new friendship with a 3D company.

ExpertPlan, the leading provider of private label recordkeeping plan services, announced today that it has formed a new product partnership with 3D Asset Management, Inc., the East Hartford, CT based firm that serves as portfolio strategist for the 3D Global Portfolios.

The new product, ExpertAdvisorPlan, will allow the plan sponsor to transfer fiduciary liability for overseeing plan investments by formally “delegating” responsibility in writing to 3D Asset Management as the ERISA section 3(38) investment manager. This solution also clearly discloses all plan expenses to help plan sponsors comply with the new fee disclosure environment and fully understand all of the plan costs.

ExpertAdvisorPlan provides comprehensive investment education services and support tools to help increase plan participation by making it easy for participants to make investment decisions for their retirement savings, helping plan sponsors to gain further protection from fiduciary liability.

Professional management and advice are the core services behind ExpertAdvisorPlan; a non-commission, full-service retirement plan designed for the micro and small business marketplace. The product offers professionally managed 3D Global ETF Portfolios as investment options for plan sponsors who are seeking balanced asset-allocation models to add to their company retirement plans. “3D” supported portfolios are low-cost and provide participants investment opportunities without the higher costs of traditional mutual funds or funds of funds. The 3D Global Portfolios feature leading ETF providers including iShares, WisdomTree, Charles Schwab, and Invesco Powershares.

According to Wayne Connors, 3D’s CIO, “By partnering with ExpertPlan, one of the leading retirement plan service providers in the country, we are now better able to help advisors grow their retirement plan business in the micro and small market.”

This product partnership allows ExpertPlan to provide support to financial professionals by meeting the ever increasing demands of plan sponsors. “We are extremely pleased that 3D Asset Management selected ExpertPlan as their strategic partner for ExpertAdvisorPlan. This solution provides a tremendous benefit and relief for plan sponsors and participants,” stated Rick Keast, Senior Vice President of Sales and Business Development.

About ExpertPlan:

ExpertPlan Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans. The firm’s scalable recordkeeping solution can be customized to fully integrate with a client’s business and distribution models. For more information about ExpertPlan, visit .

About 3D Asset Management, Inc. (“3D”):

3D Asset Management, Inc. (“3D”) is an ERISA section 3(38) defined “investment manager” that works with financial advisors to structure a menu of investment options for retirement plans using a prudent process that is sound, academically rigorous and cost efficient. 3D specializes in building and managing low-cost diversified asset allocation portfolios using exchange-traded funds (“ETFs”) from leading fund families including WisdomTree, iShares (BlackRock), Invesco and Schwab. The firm was founded by seasoned investment professionals who have been managing retirement plan assets as far back as the early 1970’s. Firm clients include municipal, corporate and Taft-Hartley retirement plans. Learn more at .


Source: Press Release


Have a question for the HD Guru3D?

Copyright 2012 HD Guru Inc. All rights reserved. HD GURU is a registered trademark.

Tags: ······

No Comments so far ↓

There are no comments yet...Kick things off by filling out the form below.

Leave a Comment