Prime Pensions Acquires Northwest Retirement Plan Consultants

Prime Pensions Acquires Pension Planners Northwest

December 13, 2021

Financial Services

Prime Pensions LLC, a portfolio company of Mill Point Capital, has acquired Pension Planners Northwest, Inc., an Oregon-based retirement plan design, administration and consulting firm. The deal expands Prime Pensions' geographic footprint in the Northwestern U.S. and strengthens its retirement plan administration capabilities for small and medium-sized business clients.

Prime Pensions Acquires Associated Pension Consultants

September 13, 2022

Financial Services

Prime Pensions, a portfolio company of Mill Point Capital, has completed the acquisition of Associated Pension Consultants (APC), a Sacramento-based provider of retirement plan design, administration and consulting services. APC's management, led by Partner and President Marc Roberts, will remain in place as Prime Pensions expands its retirement services platform and presence in the Western United States.

Prime Pensions Acquires Assets of Squire Retirement Plan Services

March 25, 2021

Financial Services

Prime Pensions LLC, a Mill Point Capital portfolio company, acquired the assets of Squire Retirement Plan Services, Inc., a Verona, New Jersey-based retirement plan administration and actuarial services provider. The asset purchase expands Prime Pensions' client base and geographic presence in the Northeastern United States while adding complementary retirement-plan capabilities.

Raymond James Acquires NWPS (Northwest Plan Services)

December 10, 2020

Financial Services

Raymond James Financial, Inc. has acquired NWPS Holdings, Inc., doing business as NWPS or Northwest Plan Services, a Seattle-based provider of retirement plan recordkeeping, administration, consulting and actuarial services. The transaction, which retains NWPS's management team and employees, expands Raymond James' retirement services capabilities for its advisors and clients and follows WestView Capital Partners' exit of its investment.

Prime Pensions Acquires Pension Benefits Unlimited

November 15, 2023

Financial Services

Prime Pensions, a portfolio company of Mill Point Capital, has acquired Pension Benefits Unlimited (PBU), a California-based provider of retirement plan design, administration and consulting services. The acquisition expands Prime Pensions' retirement services platform and strengthens its presence in the Western United States by adding PBU's expertise in third-party retirement plan compliance and administration for small and medium-sized businesses.

Prime Pensions Acquires Aldrich Retirement Solutions (Carve-Out)

August 15, 2022

Financial Services

Prime Pensions, a Mill Point Capital portfolio company, completed a carve-out acquisition of Aldrich Retirement Solutions, an Oregon-based retirement plan design, administration and consulting firm. The deal expands Prime Pensions' geographic presence in the Western United States and adds retirement plan compliance, administration and actuarial capabilities to its platform.