Small Business Resources, Business Advice and Forms from AllBusiness.com

Private-label record-keeping tool adds Roth feature.(Product Watch)

ExpertPlan Inc., a Princeton, N.J.-based provider of private-label record-keeping solutions for the retirement industry, has announced that it will be prepared to accept Roth 401(k) contributions, beginning early this year.

The Roth 401(k) feature, along with a complete set of instructions, will be made available to all ExpertPlan business partners, including third-party administration firms, registered investment advisers, mutual fund companies, banks, insurance companies, broker-dealer firms and other 401(k) providers.

ExpertPlan will waive, until further

In addition, make sure to read these premium articles also available with your free trial:

  • People.premium_logo
  • Moving Up.(News)premium_logo
  • Moving Up.(News)premium_logo
  • Moving Up.(News)premium_logo
  • TIMELINE OF THE MUTUAL FUND SCANDALS.(News)premium_logo
  • The 401(k) race: what banks can learn from mutual funds.(includes...premium_logo
  • SmartFlex card available for prepaid accounts.(Product Watch)premium_logo
  • Moving Up.(News)premium_logo
  • People.premium_logo
  • Moving Up.(News)premium_logo