Qualified Plans Overview

  • Founded
  • 1979

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Qualified Plans General Information


Provider of benefits and retirement plan consultancy services. The company provides plan design, consultation, compliance and administration services for defined contribution and defined benefit plans, working closely with investment advisers to ensure its clients' plans are the most effective ones for them.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • P.O. Box 1768
  • Savannah, GA 31402
  • United States
+1 (912) 000-0000

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Qualified Plans Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Qualified Plans Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of benefits and retirement plan consultancy services. The company provides plan design, consultation, complianc
Consulting Services (B2B)
Savannah, GA

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00000 000000000 00000000
Brentwood, TN
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00000 0000000000 00000000
Metairie, LA
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Qualified Plans Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Retirement Plan Company Private Equity-Backed Brentwood, TN 000 000000000000
0000000000 0000000 Corporation Metairie, LA
You’re viewing 2 of 2 competitors. Get the full list »

Qualified Plans Executive Team (1)

Name Title Board Seat Contact Info
John Massey Managing Partner
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