Strong Market Position ExpertPlan is a leader in the defined contribution retirement market, managing over 16,000 plans with more than 5 billion dollars in assets, demonstrating a substantial customer base and significant market share to leverage for cross-selling and upselling opportunities.

Technology-Driven Personalization The company's focus on personalized service through advanced technology creates tailored solutions for employers and plan participants, presenting opportunities to offer integrated technology upgrades or complementary financial advisory tools.

Partnership Strategy ExpertPlan emphasizes a partnership approach with organizations sharing their values, opening avenues to develop joint marketing initiatives or expanded collaborations with aligned financial institutions and advisory firms.

Growth Through Acquisition Having been acquired by Ascensus in 2012, ExpertPlan's growth strategy may include exploring additional acquisitions or strategic alliances with similar financial service providers to expand its market reach.

Financial Stability With revenues between 25 and 50 million dollars and a solid reputation as an industry innovator, ExpertPlan offers a stable platform for introducing new products, offering premium services, or extending into new geographic markets.