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NOTABLE TRANSACTIONS: Business & Financial Services

ExpertPlan

ExpertPlan, Inc.
February 2001
Trenton, New Jersey

Expert Plan, Inc. provides web-based retirement plan administration services. The Company operates on an Application Service Provider (ASP) model, providing on-line set-up, record keeping and transaction management services for financial services partners including broker dealers, fund companies, banks and insurance companies that provide 401(k), 403(b) and 457 retirement plans to employers.