Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products February 2, 2009
ExpertPlan Partnership Offers Access to Non-traditional Investments
Recordkeeper ExpertPlan has partnered with Riverton, Utah-based American Pension Services, Inc., to support self-directed retirement plans, including IRAs.
Reported by Rebecca Moore
The move will enable ExpertPlan to support non-traditional investments such as closely held stocks, trust deed notes, tax liens, real property, LLC’s, and promissory notes, according to a press release.
“By partnering with American Pension Services, ExpertPlan can now offer investors the opportunity to structure a more balanced retirement portfolio with access to both traditional and non-traditional investments,” said Ross Brown, senior vice president of Sales and Relationship Management, in the release.
More information is available at www.expertplan.com.
You Might Also Like:

Alternative Investments, Gold Rank as Top Assets for Global Investor Cohort
About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth...

Cetera Launches Alternative Investments Allocation Models for Advisers
The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with...

Franklin Templeton to Acquire Private Credit Manager Apera
Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which...