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ExpertPlan Introduces Social(k), a Diverse Platform of Socially-Responsible Funds for Retirement Plans

ExpertPlan Introduces Social(k), a Diverse Platform of Socially-Responsible Funds for Retirement Plans

Published 08-18-05

Submitted by ExpertPlan, Inc.,

Princeton, NJ - ExpertPlan, Inc., the leading provider of private-labeled retirement solutions to the financial services industry, has introduced "Social(k)," a program that offers retirement plan participants a wide selection of investments from leading, socially-responsible (SRI) and ethical fund families.

"Social(k)'s access to virtually all of the major SRI fund families provides socially-conscious employees with two key benefits," according to Tim O'Brien, chief executive officer. "It allows participants to focus on those funds with the most attractive investment attributes, and also affords them an opportunity to choose a fund whose socially-responsible perspective most closely reflects their own."

Mr. O'Brien added, "To our knowledge, there is no other SRI program that gives retirement plan participants as broad a vehicle as Social(k) to express their ideals through investments -- from recycling, to energy conservation, to corporate diversity. Many employees will consider this a valuable enhancement to their employer's defined contribution plan."

More information on Social(k) is available at www.socialk.com.

About ExpertPlan

ExpertPlan Inc., headquartered outside of Princeton, NJ, provides the only entirely proprietary, private-labeled recordkeeping platform to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs and banks that serve 401(k) and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with clients' business models. For more information about ExpertPlan call 866.929.2525, or visit www.expertplan.com.

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