Oct 05, 2012 --- ExpertPlan
Inc. announced it has completed the acquisition of Suncoast Pension and
Benefits Group Inc., a retirement plan third-party administrator (TPA). ---
Suncoast group will continue to focus on its core competency, which is
providing third-party administration for medical and professional practices and
small businesses. ExpertPlan will design and provide a fully branded, private-label
retirement suite of products for Suncoast’s advisers, plan sponsors and
a TPA business in Florida, in addition to the actuarial, legal and
administrative services we provide in our New Jersey corporate office, enables
ExpertPlan to provide consulting
services to our adviser distribution network in the Southeast
on a local level,” said George Sawn, executive vice president and chief operating
officer, ExpertPlan Consulting Service.
headquartered outside Princeton, New Jersey, is a provider of private-label recordkeeping plan services.
Pension and Benefits Group Inc., in Tampa, Florida, has been providing
actuarial, consulting and Employee Retirement Income Security Act (ERISA)
services in the Gulf Coast area for more than 20 years.