Definiti Acquires Retirement Plan Solutions (RPSI)

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.

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.

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.

IRI Acquires Retail Solutions, Inc. (RSi)

October 8, 2020

Data & Analytics

IRI, a provider of big data and predictive analytics for the CPG and retail industries, has acquired Retail Solutions, Inc. (RSi), a leading provider of supply chain and on‑shelf availability analytics for CPG manufacturers and retailers. The acquisition adds RSi’s supply chain solutions and large retail/warehouse-level data assets to IRI’s Liquid Data platform to enhance end-to-end supply chain visibility and analytics capabilities; financial terms were not disclosed.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.