ExpertPlan & GWN Securities Forge Ahead with a New Retirement Plan Program

EAST WINDSOR, N.J., Jan. 11, 2011 /PRNewswire/ -- ExpertPlan, Inc., the leading provider of private label retirement plan services, announced that it has been selected by Palm Beach Gardens, FL - based GWN Securities, Inc. to provide a fully customized defined contribution and defined benefit retirement program to their national network of more than 700 financial advisors.

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Under the program, ExpertPlan will support GWN Securities with internal and field sales support, and provide recordkeeping and administrative services. The fully branded product will feature GWN's Registered Securities Broker/Dealer investment portfolios, while enabling the firm's RIA contingency to offer its clients access to ExpertPlan's open architecture investment platform and full range of retirement products.

"We are proud to have forged this new relationship with GWN Securities, Inc. and look forward to working with their advisors by helping them construct retirement plans that meet the unique needs of their clients," noted ExpertPlan's, Ross Brown, Senior Vice President, Sales and Relationship Management.

"By partnering with ExpertPlan, GWN remains committed to being in the forefront of today's retirement plan technology solutions. We are able to leverage state of art technology and implement cost-effective retirement plan solutions tailored to our advisors; we recognize that our entrepreneurial success is dependent on our advisors," said Tim Askin, Director of Marketing at GWN Securities, Inc.  

About ExpertPlan, Inc.

ExpertPlan, Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions for institutional asset managers and other financial professionals.  We offer a wide variety of service models and plan types, for both start-up and conversion plans, within both the defined contribution and defined benefit markets. There is no plan size, no plan type, nor any service delivery model that ExpertPlan can not support today, including but not limited to traditional 401(k), Profit Sharing, New Comparability, Safe Harbor, Owner-Only Solo(k), 457, 403(b), Money Purchase, Cash Balance plans, and more.  The firm's scalable recordkeeping system can be customized to fully integrate with a client's business and distribution models. ExpertPlan's retirement plan solutions include the resources and technologies that assist our partners in providing value-add services to their clients.  Our flexible approach enables our partners to design precisely the type of retirement plan solution that best fits their business model and distribution process. For more information about ExpertPlan, Inc. visit www.expertplan.com

About GWN Securities, Inc.

GWN Securities, Inc. is a nationally-recognized, independent broker/dealer focused on the retirement planning market and comprised of experienced registered financial professionals throughout the United States. GWN Securities, Inc. was created to accommodate the entrepreneurial needs of independent professionals and their respective clients by providing a trusted infrastructure and cutting-edge technology, combined with transparency and freedom in their investment planning principles. We offer an independent ownership structure, competitive pricing and a commitment to focusing specific services tailored to the unique needs of our advisors. For more information about GWN Securities, Inc. visit http://gwnsecurities.com

SOURCE ExpertPlan, Inc.