Plan Sponsor Services Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Plan Sponsor Services General Information

Description

Provider of retirement planning services. The company offers investment advise, administer and manage employer-sponsored retirement plans, fee and expense management, fiduciary management, vendor and communication management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Services (B2C Non-Financial)
Other Industries
Other Financial Services
Acquirer
Spectrum Pension Consultants
Primary Office
  • 2200 East Camelback Road
  • Suite 130-B
  • Phoenix, AZ 85016
  • United States
+1 (602) 000-0000
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Plan Sponsor Services Valuation & Funding

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

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Plan Sponsor Services Executive Team (1)

Name Title Board Seat Contact Info
Joseph Doku Chief Operating Officer
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