Edelman Financial Engines Acquires New England Pension Plan Systems
December 14, 2023
Edelman Financial Engines (EFE) has acquired New England Pension Plan Systems (NEPPS) and its affiliate New England Investment Consultants (NEIC), a Providence, Rhode Island–based retirement-plan consulting and RIA business that manages roughly $1.5 billion for more than 500 clients. The deal expands EFE's retirement-plan consulting capabilities and strengthens its presence in the Northeastern U.S., particularly among small and medium-size employer clients.
- Buyers
- Edelman Financial Engines
- Targets
- New England Pension Plan Systems, New England Investment Consultants
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Transaction Type
- Buyout
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