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Ascensus to Acquire ExpertPlan

Ascensus Has Entered into a Merger Agreement to Acquire ExpertPlan

Dresher, Pennsylvania – November 20, 2012 – Ascensus, a leading retirement plan solutions provider, is pleased to announce they have entered into a definitive merger agreement with ExpertPlan that is pending regulatory approval. ExpertPlan, headquartered in East Windsor, New Jersey, is a leading provider of micro and small plan recordkeeping and administrative services for approximately 16,000 plans with a particular focus on providing web-enabled technology services.

Ascensus’ interest in ExpertPlan stems from the complementary open-architecture investment platform and the additional solutions offered in some key areas including micro plan web based  services, defined benefit, including cash balance plan services and non-traditional asset defined contribution plan recordkeeping and  administration. The ExpertPlan team also distributes through a broad network of intermediary partners which is very similar to the Ascensus approach. The transaction is expected to close by the end of 2012.

“We are very excited to have the ExpertPlan associates join the Ascensus family,” said Bob Guillocheau, President and CEO, Ascensus. “This transaction really hits on all the key attributes we look for in an opportunity, expanding market share in growing markets, entering new growth markets and delivering solid margins. Being able to offer these new services to our existing relationships is something that will help our clients meet their business goals and that is one of our primary focuses as a high-quality service provider.”

“ExpertPlan is very proud and excited to join the family of Ascensus companies. The combination of two complimentary national firms will provide our clients, Private Label Partners and prospects with industry leading creative solutions,” stated Julian Onorato, CEO and Chairman of the Board, ExpertPlan.

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 1,000+ highly trained associates and one of the largest ERISA consulting practices in the U.S., Ascensus provides recordkeeping and administrative services to over 27,000 defined contribution 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


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