Economic Group Pension Services Acquires Qualified Plan Solutions LC

Economic Group Pension Services Acquires Malcolm Thompson and Associates

September 1, 2021

Wealth Management

Economic Group Pension Services (EGPS) acquired Houston-based Malcolm Thompson and Associates on September 1, 2021. The acquisition expands EGPS's retirement plan administration footprint in the South and brings Malcolm Thompson and Rita Taylor into EGPS leadership as Regional Vice Presidents.

Blue Ridge Associates Acquires Qualified Retirement Plan Services (QRPS)

April 16, 2025

Financial Services

Blue Ridge Associates has acquired Qualified Retirement Plan Services, Inc. (QRPS), a Raleigh-based third-party administrator of qualified retirement plans. The acquisition expands Blue Ridge's administration, compliance and recordkeeping capabilities in the 401(k) & pension space while providing a succession path for QRPS leadership.

Terracon Acquires Environmental Planning Group

September 22, 2020

Environmental Services

Terracon has acquired Environmental Planning Group (EPG), a Phoenix-based environmental and landscape architecture consulting firm. The addition of EPG's ~50 employees and regional offices strengthens Terracon's environmental planning, permitting, GIS, and related capabilities across the Southwest and Western United States.

Cetera Holdings Acquires The Retirement Planning Group, LLC

June 6, 2023

Wealth Management

Cetera Holdings, the holding company of Cetera Financial Group, has acquired The Retirement Planning Group, LLC (TRPG), an independent RIA headquartered in Leawood, Kansas. TRPG manages approximately $1.4 billion in AUM across about 1,825 client accounts, has ~40 employees (including 14 advisors), and will join Cetera’s advisor network to expand its wealth-management capabilities and advisor affiliations.

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.

Pensionmark Acquires Xponential Growth Solutions

April 18, 2023

Financial Services

Pensionmark, a World Insurance Associates company, has acquired Xponential Growth Solutions (XGS), a San Diego-based provider of retirement-plan education and fiduciary training. The acquisition expands Pensionmark's advisor-facing growth suite to enhance lead generation, cross-selling, sales enablement and educational services for plan sponsors and advisors.