Prime Pensions Acquires Presberg Pensions

Prime Pensions Acquires Piper Pension & Profit Sharing

October 1, 2024

Professional Services

Prime Pensions, Inc. (PPI), a retirement plan administration and consulting firm headquartered in Florham Park, New Jersey, has acquired Piper Pension & Profit Sharing, a Los Angeles–based third-party retirement plan administrator. The acquisition expands Prime Pensions' West Coast presence and adds Piper's clients and team to PPI's national platform; financial terms were not disclosed.

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 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.

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 Valley Forge Pension Management

August 5, 2024

Professional Services

Prime Pensions, Inc. has acquired Valley Forge Pension Management, a Muncy, Pennsylvania-based third-party administrator of retirement plans, expanding Prime Pensions' geographic footprint into Pennsylvania with its first office in the state. Terms were not disclosed; VFPM leaders Dena Hadzinikolov and Luci Hartman will continue to lead the Pennsylvania region as Prime Pensions now services ~11,000 retirement plans across eight offices nationwide.

Prime Pensions Acquires The Raymond Company Pension Services

January 15, 2026

Professional Services

Prime Pensions, Inc. (PPI), a Florham Park, New Jersey-based retirement plan administrator, has acquired The Raymond Company Pension Services LLC, a third-party administrator headquartered in Mesa, Arizona. The acquisition marks PPI’s entry into the Arizona/Southwest market and will provide Raymond’s clients access to Prime Pensions’ national scale, technology solutions, and expanded plan administration capabilities; financial terms were not disclosed.