October 12, 2012
--- ExpertPlan Inc. will provide recordkeeping and administrative
services for One Capital Management LLC’s Strategic Retirement Solutions Model
One Capital offers managed portfolios of exchange-traded funds (ETFs) as
well as Employee Retirement Income Security Act (ERISA) 3(38) services.
One Capital establishes and
maintains strategic asset solutions models, which are offered as investment
alternatives to plan participants. When a participant selects a model, OCM
invests the participant’s account assets in a mix of ETFs in accordance with
the selected model.
The product is a non-commissionable,
full-service retirement plan that offers investment options for retirement plan
sponsors seeking balanced asset-allocation models. OCM-supported portfolios are
low cost and offer investment opportunities without the higher costs of
traditional mutual funds or funds of funds.
The average mutual fund in a 401(k) plan has an
investment expense of 1.24%. One Capital’s Strategic Retirement Solution (ETF
Only) portfolios have an investment expense of 0.34%. Strategic Retirement
Solution (ETF Only) is a means to diversify a portfolio across multiple geographic
regions, asset classes, and sectors to enhance investment returns and reduce
risk. OCM actively manages global equity and fixed-income ETFs to construct
multi-asset class retirement portfolios.