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  6. EPIC Advisors Acquires Retirement Plan Services

M&A Deal Summary

EPIC Advisors Acquires Retirement Plan Services

On April 5, 2018, EPIC Advisors acquired insurance company Retirement Plan Services

Acquisition Highlights
  • This is EPIC Advisors’ 1st transaction in the Insurance sector.
  • This is EPIC Advisors’ 1st transaction in the United States.
  • This is EPIC Advisors’ 1st transaction in Missouri.

M&A Deal Summary
Date 2018-04-05
Target Retirement Plan Services
Sector Insurance
Buyer(s) EPIC Advisors
Deal Type Add-on Acquisition

Target

Retirement Plan Services

Brentwood, Missouri, United States
Retirement Plan Services LLC is a retirement plan services company provides full-service recordkeeping, administration and plan design solutions to employers nationwide. Retirement Plan Services is based in Brentwood, Missouri.

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Buyer(S) 1

Buyer

EPIC Advisors

Rochester, New York, United States
Category Company
Founded 1993
Sector Insurance
DESCRIPTION

EPIC Advisors, Inc. is a provider of customized, open-architecture retirement plan recordkeeping, marketing and service solutions for banks, trust companies, third party administrators, investment advisors and other financial intermediaries who serve the retirement plan market.

DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Missouri M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2018 M&A 1 of 1
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