September 06, 2012
--- Redhawk Wealth Advisors Inc. selected ExpertPlan to provide
recordkeeping and administrative services for the advisory firm’s qualified
retirement plan business. ---
Under the strategic alliance, ExpertPlan will
design and host a fully branded, private-label retirement suite of products and
plan designs that use Redhawk Wealth Advisors’ custom investment-managed
portfolios. The proprietary portfolios will consist of exchange-traded
funds (ETFs), with clearing,
settlement and custodial services from TD Ameritrade.
Redhawk chose ExpertPlan because of their
willingness to work with clients of all sizes, according to Adrienne Rivett, manager
of adviser services at Redhawk. “Their innovative private-label design will
maximize our ability to market our product to the masses,” Rivett said.
“We are extremely proud to have been selected by
Redhawk Wealth Advisors to provide them with the retirement plan tools,
resources and support to help them capitalize on increasing their retirement
business,” said Ross Brown, senior vice president of sales and relationship
Management at ExpertPlan.
ExpertPlan, in Princeton, New
Jersey, is a provider of private-label
recordkeeping plan solutions. Minneapolis-based Redhawk Wealth Advisors is a registered investment advisory firm