Deals & People June 18, 2009

Hart to Develop ExpertPlan TPA Client Base

ExpertPlan, provider of defined contribution plan recordkeeping solutions, announced it has hired Steven Hart as vice president, Sales and Business Development.
Reported by

According to an announcement, Hart’s focus will be on developing the third-party administrator (TPA) client base that was supported by the ADP service center in Overland Park, Kansas, prior to ExpertPlan’s purchase of the division June 12. He will be responsible for growing and retaining clients, building ExpertPlan’s national TPA network, and providing the company’s current TPAs with enhanced marketing and product development initiatives.

Hart is a current board member and the former president of the National Institute of Pension Administrators (NIPA) and has held sales and management positions with John Hancock, Prudential Retirement, ADP, and Scudder Investments, the announcement said.

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“Steve brings extensive knowledge and experience working in the TPA marketplace,” said John Farmakis, EVP Sales, Marketing, and Business Development, in the announcement. “He will be a vital member of the ExpertPlan team and help the company build upon our current and future product service offerings.”

Deals & People June 17, 2009

Erben Associates Joins M Financial Network

M Financial Group, a financial services design and distribution company, announced that Erben Associates, LLC, has become a provisional member firm.
Reported by

Based in Austin, Texas, Erben Associates is a provider of exit planning and wealth management services to owners of privately held businesses as well as to corporate executives, and high-net-worth individuals, the announcement said. Erben Associates was founded in 1992 by the firm’s current president, James B. Erben.

“Joining M Financial Group is a great opportunity for our firm. Further, with access to differentiated products, valuable resources, and the expertise of some of the most successful firms in the industry, our membership in M Financial is most important to our clients. We are excited to be part of an organization that will enhance the solutions and services we offer, while supporting the future growth of our firm,” Erben said in the announcement.

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More information about Erben Associates is available at www.erbenassociates.com.

More information about M Financial is available at www.mfin.com.

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