Ascensus Completes ExpertPlan Acquisition

Dresher, Pennsylvania – January 16, 2013 – Ascensus, a leading retirement plan solutions provider, today announced that it has completed the acquisition of ExpertPlan, Inc. that was previously announced on November 20, 2012. Headquartered in East Windsor, New Jersey, ExpertPlan is a leading provider of micro- and small-plan recordkeeping and administrative services for approximately 16,000 plans. As a result of the acquisition, Ascensus now provides recordkeeping and administrative services for more than 42,000 retirement plans.

ExpertPlan’s complementary open-architecture investment platform, along with the solutions it offers in key areas such as web-based services, defined benefit services, and non-traditional asset defined contribution plan recordkeeping and administration, will strengthen Ascensus’ ability to provide clients with a variety of tools that can help them meet their business goals.

“Our combined strength broadens our unique value proposition as an independent service provider in our growing markets,” said Bob Guillocheau, President and CEO, Ascensus. “We believe this is a great opportunity to better serve our clients as their provider of choice.”

About Ascensus

With more than 30 years of industry experience, Ascensus is a leading provider of high-quality retirement plan solutions for organizations of all sizes. Through its 1,100+ highly trained associates and one of the largest ERISA consulting practices in the U.S., Ascensus provides recordkeeping and administrative services to over 42,000 retirement plans and administers over 1.5 million IRAs. Ascensus partners with financial institutions to offer tailored solutions to meet the needs of financial professionals, employers, and individuals. For more information, visit www.ascensus.com.