Definiti Acquires Advantage Benefits Consultants and The Kenneth D. Anderson Company

Definiti Acquires Dana Consulting Group and Noble-Davis Consulting

January 25, 2022

Financial Services

Definiti, a national retirement services firm, acquired Dana Consulting Group (Illinois) and Noble-Davis Consulting (Solon, Ohio) to expand its presence in the Great Lakes region. The acquisitions add third-party administration and retirement-plan consulting capabilities and allow Definiti to offer additional solutions such as 3(16) fiduciary services to the firms' clients.

Definiti Acquires Retirement Plan Solutions (RPSI)

September 9, 2024

Financial Services

Definiti, a national third-party retirement plan administrator, has acquired Cary, North Carolina–based Retirement Plan Solutions, Inc. (RPSI). The deal closed on September 9, 2024; RPSI’s entire administrative team joined Definiti to enhance service capabilities and accelerate growth across the combined organization.

Lovell Minnick Partners Acquires Majority Stake in Definiti LLC

February 2, 2023

Financial Services

Lovell Minnick Partners (LMP) has signed a definitive agreement to acquire a majority stake in Definiti LLC, a national retirement services third‑party administrator. The investment will support Definiti's investments in client service, technology and talent and enable continued organic growth and an aggressive add‑on acquisition strategy; terms were not disclosed.

World Insurance Associates Acquires Advantage Benefit Concepts Inc.

April 1, 2020

Insurance

World Insurance Associates LLC acquired Advantage Benefit Concepts Inc. of Blackwood, New Jersey on April 1, 2020. The acquisition expands World Insurance's employee benefits capabilities and regional footprint by adding Advantage Benefit Concepts' client base and benefits expertise.

Kistler Tiffany Benefits (a OneDigital company) Acquires Advanced Benefits Concepts

September 9, 2020

Insurance

Kistler Tiffany Benefits, a OneDigital company and leading employee benefits general agency in the Pennsylvania/Delaware/New Jersey region, acquired Advanced Benefits Concepts (ABC) of Cherry Hill, New Jersey. The acquisition brings ABC's ancillary benefits expertise and staff into Kistler Tiffany to expand ancillary capabilities, scale resources, and deliver more compliance and technology support to broker partners.

Athene, Apollo and Motive Partners Acquire Advantage Retirement Solutions (ARS)

March 17, 2025

Financial Services

Athene, Motive Partners and Apollo have invested in and acquired Advantage Retirement Solutions (ARS) to accelerate availability of in-plan guaranteed-income (annuity) offerings for employer-sponsored defined-contribution plans. The deal will leverage ARS’s Lifetime Income Builder technology to expand buyers’ capability to integrate lifetime income solutions into 401(k) and other DC plans and speed distribution to plan sponsors and participants.