ExpertPlan, Inc. provides recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, and banks that serve 401(k) and other defined contribution plans. It offers recordkeeping, plan design, and administrative services. The company also provides services, such as online plan set-up, streamlined contribution processing, daily valuation, open-architecture fund availability, electronic investment transfers and exchanges, automatic account rebalancing, customizable enrollment kits, mutual fund fact sheets and prospectus, and online or participant mailed statements. In addition, ExpertPlan offers services, including portfolio builder tools for RIAs, integrated third-party advice, print enrollment guides and statements, and access to mutual fund fact sheets and prospectuses; online educational tools, including retirement planning calculators and education centers; customized participants statements, integrated online advice, online plan set-up and installation, IRS-mandated discrimination testing, online payroll processing of contributions, daily account valuations, and account transfers and reallocations; online educational tools, such as retirement plan calculator and a retirement information library; online and VRU access to participant accounts for monitoring, management, and control; and simplified loan, distribution, and rollover processing. The company was founded in 1999 and is based in East Windsor, New Jersey.