ExpertPlan Employee Directory

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.

Find ExpertPlan employees' phone numbers or email addresses

ExpertPlan Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Mexico
    1

Europe
4

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  • Croatia
    3
  • Germany
    1

ExpertPlan's Leadership

  • Stylized image of a person
    D. O.
    Account Manager
    Phone icon
  • Stylized image of a person
    F. P.
    Erisa Services Specialist
    Phone icon
  • Stylized image of a person
    M. F.
    Accounts Rec And Credit And Collections
    Phone icon
  • Stylized image of a person
    R. I.
    Web Designer
    Phone icon

Contact profiles from ExpertPlan

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. O.
    Account Manager
    Phone icon
    United StatesPennsylvania
    Oct 17, 2025
  • Stylized image of a person
    F. P.
    Erisa Services Specialist
    Phone icon
    United StatesNew Jersey
    Jul 09, 2024
  • Stylized image of a person
    M. F.
    Accounts Rec And Credit And Collections
    Phone icon
    United StatesNew Jersey
    Oct 17, 2024
  • Stylized image of a person
    R. I.
    Web Designer
    Phone icon
    United StatesNew Jersey
    Sep 12, 2024

Frequently Asked Questions

What is ExpertPlan known for?

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ExpertPlan operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore ExpertPlan's company overview page for more information.

What is ExpertPlan's most common email format?

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ExpertPlan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ExpertPlan email formats with LeadIQ.

How many employees does ExpertPlan have currently?

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ExpertPlan has approximately 25 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are ExpertPlan's key employees and leadership?

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As of December 2025, ExpertPlan's key employees include:

  • Account Manager: D. O.
  • Erisa Services Specialist: F. P.
  • Accounts Rec And Credit And Collections: M. F.
  • Web Designer: R. I.

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