General Pension Planning Overview
- Founded
-
1968
- 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
TWG Benefits
Primary Office
- 2912 Springboro West Road
- Suite 105
- Moraine, OH 45439
- United States
General Pension Planning Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
General Pension Planning Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|