Ascensus and ExpertPlan Present Top Awards

DRESHER, Pa. - Aug. 29, 2013 - PRLog -- Ascensus, the nation’s largest independent retirement plan provider, and its recently acquired company ExpertPlan—a leading provider of micro- and small-plan retirement recordkeeping—brought together industry thought leaders and ExpertPlan’s elite partners for its annual partner conference held on June 12-14. During the “21^st Century Retirement Plan” symposium, three awards were presented to recognize the achievements of ExpertPlan’s top financial advisor partner, top institutional partner, and top partner in the defined contribution investment-only (DCIO) space.

ExpertPlan’s leading financial advisor partner, Fred Hamsayeh, was honored as a top producing, independent advisor with more than a dozen ExpertPlan retirement plans sold. Hamsayeh was also highlighted for his avid support of both the company’s Full Service and Solo(k) product offerings.

Rafal Baranksi of RBF Capital Management, Inc. was presented the award for top institutional partner. As ExpertPlan’s leading constituent in the institutional category, RBF has instituted nearly 100 retirement plans so far in 2013 totaling more than $25 million in assets.

Leading the DCIO category as ExpertPlan’s foremost source for referral opportunities and contribution of more than $800 million in assets, the top DCIO partner award was presented to Lindsey McKnight of Deutsche Asset & Wealth Management (DeAWM). DeAWM also assists with ongoing wholesaler support for ExpertPlan’s key partners.

“It brings us great pleasure to recognize these three individuals who exemplify true business partnership,” said Michael Narkoff, Senior Vice President of Sales at Ascensus. “The contributions of Fred, Rafal, and Lindsey have added tremendous value to the overall success of ExpertPlan as a leader in retirement recordkeeping and administration.”

About ExpertPlan
ExpertPlan, Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants 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 www.expertplan.com.

About Ascensus
With more than 30 years of industry experience, Ascensus is the largest independent retirement plan services provider in the U.S. Ascensus partners with financial institutions to offer tailored solutions to meet the needs of financial professionals, employers, and individuals, and provides recordkeeping and administrative services to over 43,000 retirement plans and administers over 1.4 million IRAs. Recognized as a top workplace, Ascensus is home to 1,100+ highly trained associates and one of the largest ERISA consulting practices in the country. For more information, visit www.ascensus.com.