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ExpertPlan Continues Acquisition Growth by Purchasing TPA

ExpertPlan Continues Acquisition Growth by Purchasing TPA

East Windsor, NJ – January 13th, 2009 – Leading private label retirement plan recordkeeper ExpertPlan has acquired its second company – Actuarial Enterprises, Inc. (AEI), a third party administrator (TPA). The company, which currently operates out of Newtown, PA will ultimately relocate its employees to ExpertPlan’s headquarters in East Windsor and operate as a wholly owned subsidiary.

The acquisition of AEI is ExpertPlan’s second in just nine months and now positions the firm strategically with access to both defined benefit and insurance-based products.

It will also enable the recordkeeper to start working on converting over AEI’s defined contribution plans, adding to its organic growth.

“In acquiring Actuarial Enterprises, ExpertPlan is widening its product base by forming key partnerships with respected industry experts in key sectors, all the while maintaining our disciplined focus on providing high quality recordkeeping,” said Julian Onorato, ExpertPlan CEO.

“We are excited to become part of the ExpertPlan family by bringing our dedicated and knowledgeable retirement experts and value-added services to their partners and clients,” said Jerry Filipski, president of Actuarial Enterprises.

About ExpertPlan

ExpertPlan Inc., headquartered outside of Princeton, NJ, is the premier provider of private-labeled 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. The firm’s scalable recordkeeping solution can be customized to fully integrate with a client’s business and distribution models. For more information about ExpertPlan, visit


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