Insights

Market Leadership ExpertPlan is a prominent player in the defined contribution retirement market with over 16,000 plans and more than 5 billion dollars in assets, indicating strong market presence and a large potential customer base.

Technological Edge The company's emphasis on personalized, flexible technology solutions presents opportunities to offer innovative integrations or expanded digital services to enhance client onboarding and plan management.

Partnership Focus ExpertPlan's collaborative approach with aligned organizations suggests potential for joint ventures or co-marketing strategies with firms seeking customized retirement plan solutions.

Growth Potential With revenue estimates between 10 and 25 million dollars and its affiliation with Ascensus, there is room to target mid-sized employers and financial advisors looking for scalable, personalized retirement offerings.

Industry Alignment Similarly sized competitors like Ascensus and Paychex highlight opportunities to differentiate through advanced technology, superior client service, or niche market targeting to expand market share.

Similar companies to ExpertPlan

ExpertPlan Tech Stack

Media & News

Ascensus College Savings, Inc. acquired Expertplan on Jan 1st '12.
He spent the bulk of his career at ExpertPlan, which was acquired by Ascensus in 2012, where he spearheaded retirement plan sales and oversaw institutional relationships.
May 06, 2021 | www.prweb.com

ExpertPlan's Email Address Formats

ExpertPlan uses at least 1 format(s):

ExpertPlan Email Formats	Example	Percentage
FLast@expertplan.com	JDoe@expertplan.com	47%
First.Last@expertplan.com	John.Doe@expertplan.com	3%
FLast@expertplan.com	JDoe@expertplan.com	47%
First.Last@expertplan.com	John.Doe@expertplan.com	3%

Frequently Asked Questions

Where is ExpertPlan's headquarters located?

ExpertPlan's main headquarters is located at United States. The company has employees across 2 continents, including North AmericaEurope.

What is ExpertPlan's phone number?

You can contact ExpertPlan's main corporate office by phone at

+1-609-918-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ExpertPlan's official website and social media links?

ExpertPlan's official website is expertplan.com and has social profiles on LinkedIn.

What is ExpertPlan's NAICS code?

ExpertPlan's NAICS code is 52 - Finance and Insurance.

How many employees does ExpertPlan have currently?

As of December 2025, ExpertPlan has approximately 25 employees across 2 continents, including North AmericaEurope. Key team members include Account Manager: D. O.Erisa Services Specialist: F. P.Accounts Rec And Credit And Collections: M. F.. Explore ExpertPlan's employee directory with LeadIQ.

What industry does ExpertPlan belong to?

ExpertPlan operates in the Financial Services industry.

What is ExpertPlan's email format?

ExpertPlan's email format typically follows the pattern of FLast@expertplan.com. Find more ExpertPlan email formats with LeadIQ.

ExpertPlan

Q: What is ExpertPlan's official website and social media links?

ExpertPlan's official website is expertplan.com. ExpertPlan has social profiles on LinkedIn.

Q: How many employees does ExpertPlan have currently?

ExpertPlan has approximately 25 employees.

Q: What is ExpertPlan's NAICS code?

ExpertPlan's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States11-50 Employees

ExpertPlan, an Ascensus company, was founded as a technology innovator in the administration of retirement plans. Today we are a leader in the defined contribution market and a trusted partner for thousands of companies with more than 16,000 plans representing over $5 billion in retirement assets. At the center of our approach are three core concepts: Partnership - We bring our retirement plan solutions to employers in partnership with organizations they are aligned with. Flexibility - There is no plan size, no plan type, nor any service model we cannot support. Personalization - Our technology creates a personalized experience for each person involved in the retirement plan--financial advisor, plan administrator, employer, and employees. For career opportunities at ExpertPlan, visit Careers at www.ascensus.com.