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Retirement Plan Services

Retirement Plan Services?uq=K9LEA9hy
1989 FOUNDED
M&A STATUS
51-60 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of retirement planning and related services. The company's retirement planning include pension, recordkeeping, administration and benefit planning services, enabling individuals and commercial sectors to access proper service for their asset management and profitable retirement planning.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Epic Advisors (Retirement Plan Services)
Primary Office
  • 1699 South Hanley Road
  • Suite 300, Brentwood
  • Saint Louis, MO 63144
  • United States

+1 (877) 000-0000

Retirement Plan Services Valuation and Funding

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

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Retirement Plan Services Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Retirement Plan Services Executive Team (4)

Name Title Board
Seat
Contact
Info
David Davidson President
Steven Finerty JD Co-Founder and Board Member
Nancy Georgen JD Co-Founder

1 Former Executive

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Retirement Plan Services Board Members (1)

Name Representing Role Since Contact
Info
000000 0000000 00 Retirement Plan Services Co-Founder and Board Member 000 0000