U.S. Retirement & Benefits Partners Adds TSA Consulting Group

U.S. Retirement & Benefits Partners Acquires Pension Planning Consultants

October 18, 2024

Financial Services

U.S. Retirement & Benefits Partners (USRBP) has acquired Pension Planning Consultants (PPC), a retirement plan third-party administrator based in Albuquerque, New Mexico. The deal expands USRBP's Southwest footprint and adds PPC's retirement plan administration and consulting capabilities to USRBP's national partner network.

U.S. Retirement & Benefits Partners Acquires MidAmerica Administrative & Retirement Solutions

January 3, 2022

Financial Services

U.S. Retirement & Benefits Partners (USRBP) has acquired MidAmerica Administrative & Retirement Solutions from Alpine Investors. The acquisition combines MidAmerica’s public-sector retirement and health & welfare plan administration capabilities with USRBP’s national platform to deepen market coverage and expand service capabilities for K-12, higher education and government clients.

Fiduciary Services Group Acquires Beacon Benefits

September 11, 2025

Financial Services

Fiduciary Services Group (FSG) has acquired Beacon Benefits, a Beverly, Massachusetts–based third-party administrator (TPA), and will integrate the business into its DWC TPA platform. The deal expands FSG’s retirement services capabilities and adds a regional Boston-area office to support growth in plan administration and recordkeeping services.

Ryan Acquires Tax Advisory Services Group (TASG)

January 10, 2022

Accounting & Tax

Ryan, the global tax services and software firm headquartered in Dallas, has acquired Tax Advisory Services Group, LLC (TASG), a Houston-based excise tax and motor-fuels compliance provider. The deal expands Ryan's fuels tax and excise-tax compliance capabilities (including vape and tobacco tax reporting) and brings TASG's U.S. tax specialists and Philippines-based operations into Ryan; TASG co-founders Oscar L. Garza and Khristine K. Espinoza will join Ryan as Principals.

The Vistria Group Partners with Kohlberg & Company to Invest in U.S. Retirement & Benefits Partners

June 21, 2023

Financial Services

The Vistria Group has entered a strategic partnership to acquire a majority stake in U.S. Retirement & Benefits Partners (USRBP), with Kohlberg & Company remaining as a minority investor. The investment is intended to accelerate USRBP’s growth, expand its capabilities and continue M&A momentum to better serve K-12, government, corporate and non-profit clients.

BRP Group Acquires The Capital Group

August 2, 2021

Financial Services

BRP Group, Inc. (NASDAQ: BRP) has acquired substantially all assets of TCG Financial Holding Company, LLC, which operates as The Capital Group, a Bethesda-based provider of employee benefits consulting, retirement plan consulting, wealth advisory and commercial insurance brokerage services. The transaction adds over 50 colleagues and deepens BRP Group's capabilities in employee benefits, wealth advisory and retirement consulting while increasing scale in the D.C. Metro region and key end markets such as government contracting, technology and non-profits.