ExpertPlan

Financial ServicesUnited States11-50 Employees

ExpertPlan is a United States-based financial services company that specializes in the administration of retirement plans. Described as a technology-driven provider, it operates in the defined contribution market and supports thousands of plan sponsors with more than 16,000 plans and over $5 billion in retirement assets. The company frames its role as a partner to employers, highlighting flexibility to accommodate all plan sizes and types and delivering a personalized experience through its technology for financial advisors, plan administrators, employers, and employees.

Originating as a technology innovator in retirement plan administration, ExpertPlan became part of Ascensus in 2012, integrating into a broader retirement services platform. With a relatively small team, it serves employer sponsors, plan administrators, financial advisors, and employees, addressing the distinct needs involved in retirement plan management. In the United States financial services landscape, the firm positions itself as a defined contribution market participant that emphasizes collaborative, tailored solutions rather than a one-size-fits-all approach.

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