Deals & People January 4, 2012

ExpertPlan and First Allied Form Partnership

ExpertPlan was selected by First Allied to provide recordkeeping services for its clients.
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First Allied Retirement Services will upgrade its existing recordkeeping system with an ExpertPlan-branded open architecture system, which includes third-party administrative tools and functionality. The company supports nearly 850 financial advisers affiliated with First Allied Securities, Inc., an independent broker/dealer.

In addition, First Allied’s in-house asset management team, acting as an ERISA 3(38) fiduciary, will continue to offer its national network of advisers and their retirement-plan clients fully discretionary-based custom portfolios.

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The partnership began this past summer with a block conversion of First Allied Retirement Services’ existing qualified plan business.

 

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