EdgeCo's AmericanTCS Buys Touchstone Retirement Group (TRG)
February 27, 2023
EdgeCo Holdings LP has entered into a definitive agreement to bring Touchstone Retirement Group, LLC (including TRG Fiduciary Services and TRG Administrative Services) into its AmericanTCS outsourcing business unit. The acquisition expands AmericanTCS's retirement outsourcing, fiduciary and administrative capabilities for small- and mid-sized retirement plans and integrates TRG's client base and operations into EdgeCo's existing custody and retirement services platform.
- Buyers
- EdgeCo Holdings LP, AmericanTCS (business unit of EdgeCo Holdings)
- Targets
- Touchstone Retirement Group, LLC (including TRG Fiduciary Services and TRG Administrative Services)
- Platforms
- AmericanTCS
- Industry
- Financial Services
- Location
- New York, United States
- Transaction Type
- Addon
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