JPmorgan Retirement Plan Services (Cash Balance Business) Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

JPmorgan Retirement Plan Services (Cash Balance Business) General Information

Description

Provider of cash balance plans for professional firms. The company operates that cash balance business which includes about 130 cash balance relationships.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • New York, NY
  • United States

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JPmorgan Retirement Plan Services (Cash Balance Business) Valuation & Funding

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

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JPmorgan Retirement Plan Services (Cash Balance Business) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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