Pension Works Overview

  • Founded
  • 1988
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Pension Works General Information

Description

Provider of comprehensive retirement planning services. The company's services include plan design and consulting, defined contribution, employee stock ownership plan administration, defined benefit plan management and actuarial support services, providing clients with total administrative resources for their qualified plans.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Human Capital Services
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 382 Hercules Drive
  • Colchester, VT 05446
  • United States
+1 (802) 000-0000
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Pension Works Valuation & Funding

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

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Pension Works Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of comprehensive retirement planning services. The company's services include plan design and consulting, defin
Human Capital Services
Colchester, VT
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00000 000000000 00000000
Burlington, MA
000000000000

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00000-0000 000000000
Irvine, CA
00 As of 0000
000000000 -
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Pension Works Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Summit Financial Private Equity-Backed Burlington, MA 000000000000
0000000 00000000 0 Corporate Backed or Acquired Irvine, CA 00 000000000 -
0000 0000 Private Equity-Backed Arlington, TX 000000000000
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Pension Works Executive Team (3)

Name Title Board Seat Contact Info
Joseph Palchak President & Chief Operating Officer
Tim Voigt Co - Owner & Vice President
Renee Lauziere Co - Owner
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