General Pension Planning Overview

  • Founded
  • 1968
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

General Pension Planning General Information

Description

Provider of consulting and record keeping services. The company offers daily valuation services, mutual fund valuation and financial consulting to defined contribution plans, retirement plans, plan fiduciaries and plan sponsors.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
The Weiss Group
Primary Office
  • 2912 Springboro West Road
  • Suite 105
  • Moraine, OH 45439
  • United States
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General Pension Planning Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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General Pension Planning Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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