Definiti Acquires Retirement Plan Solutions (RPSI)

Stratos Wealth Enterprises Enters Strategic Partnership With RPI Financial Life Planners

August 21, 2026

Financial Services

Stratos Wealth Enterprises entered into a strategic partnership with RPI Financial Life Planners, with the acquisition expanding Stratos’ presence across the Midwest and adding approximately $400 million in assets. RPI will continue operating under the “RPI Financial Life Planners” name while retaining its team, client relationships, and financial planning philosophy, and gains access to Stratos’ operational infrastructure and technology.

Ethos Acquires Definiti Comp Solutions

May 13, 2026

Healthcare Services

Ethos, a claims investigation and medical management firm, acquired Definiti Comp Solutions, a national provider of workers' compensation medical cost containment services. The deal is intended to strengthen Ethos' national bill review capabilities and broaden cost containment solutions for carriers, TPAs, self-insured employers, and public sector clients.

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.

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.

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

September 8, 2022

Financial Services

Definiti, a national retirement services firm, has acquired Advantage Benefits Consultants (Stamford, Connecticut) and The Kenneth D. Anderson Company (Concord, Massachusetts). The acquisitions expand Definiti’s third‑party administration and pension consulting presence in the Northeast and the two firms will be rebranded as Definiti upon integration.

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.