General Pension Planning Overview

  • Year Founded
  • 1968

Year 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
Corporate 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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General Pension Planning FAQs

  • When was General Pension Planning founded?

    General Pension Planning was founded in 1968.

  • Where is General Pension Planning headquartered?

    General Pension Planning is headquartered in Moraine, OH.

  • What industry is General Pension Planning in?

    General Pension Planning’s primary industry is Consulting Services (B2B).

  • Is General Pension Planning a private or public company?

    General Pension Planning is a Private company.

  • What is General Pension Planning’s current revenue?

    The current revenue for General Pension Planning is 000000.

  • Who are General Pension Planning’s investors?

    Viking Group has invested in General Pension Planning.

  • When was General Pension Planning acquired?

    General Pension Planning was acquired on 25-Oct-2012.

  • Who acquired General Pension Planning?

    General Pension Planning was acquired by TWG Benefits.

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