ExpertPlan Retirement Program Picked for GWN

ExpertPlan, Inc. has been selected by GWN Securities, Inc. to provide a customized defined contribution and defined benefit retirement program to their national network of more than 700 financial advisers.

Under the program, ExpertPlan will support GWN Securities with internal and field sales support, and provide recordkeeping and administrative services. The fully branded product will feature GWN’s Registered Securities Broker/Dealer investment portfolios, while enabling the firm’s RIA contingency to offer its clients access to ExpertPlan’s open architecture investment platform and full range of retirement products.  

“We are proud to have forged this new relationship with GWN Securities, Inc. and look forward to working with their advisers by helping them construct retirement plans that meet the unique needs of their clients,” noted Ross Brown, Senior Vice President, Sales and Relationship Management.