Investor Communications Firm Unveils Mailbox for Advisers

 

Software app from Mediant Communications lets advisers monitor and view documents mailed to their clients to help them evaluate their importance.

 

 

 

Mediant Advisor Mailbox gives advisers online access to the barrage of proxy statements, reports, prospectuses and notices and other documents their clients receive, letting them see what documents are sent to which customers.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

The app allows an adviser to give the customer a heads-up if anything important or confusing is coming, said Arthur Rosenzweig, president of Mediant Communications. “This is about staying ahead of your customer,” he noted.

Advisor Mailbox is part of a suite of Mediant products for brokers. More information is available by contacting sassadi@mediantonline.com.

 

ExpertPlan Takes on Recordkeeping Business

 

ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.

 

 

The terms of the deal were not disclosed. USRP had processed their plans through InvestLink, which was later sold to ASPire Financial Services LLC.

“This is another example of how we continue to seek out strategic opportunities within the marketplace to reinvest our capital,” said Ross Brown, senior vice president, sales and relationship management. “Acquiring the recordkeeping business of USRP allowed us to drive scale by completing our conversion of their plans in addition to increasing ExpertPlan’s national distribution network.”

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

The Pension Specialists Ltd. had established USRP as a recordkeeping affiliate in 2007. The Pension Specialists will continue to focus on its core competency, which is third-party administration provided alongside its recordkeeping partners.

 

«