ExpertPlan, an Ascensus company, offers three service models to 1st Global, a research and consulting partner to select CPA and wealth management firms. These include full service, recordkeeping-only and consulting services, and each is available for 401(k), Solo(k), New Comparability, ERISA 403(b), defined benefit (DB) and cash balance plans.
The platform will also include 1st Global’s Retirement Management Solutions, a set of four managed investment portfolios designed for various participant risk tolerances.
1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions.
ExpertPlan Inc. is a provider of private-labeled recordkeeping solutions to asset management firms, third-party administrators, registered investment advisers, broker/dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans.