Simplicity Group Acquires PlanScope360

July 23, 2025

Simplicity Group Holdings has acquired PlanScope360, a Durham, North Carolina-based plan governance and administration platform focused on the K-12 market. The move expands Simplicity’s product and technology capabilities to better serve school districts and K-12 educators with retirement plan oversight, participant engagement and related services.

Targets
PlanScope360
Location
North Carolina, United States
Transaction Type
Buyout

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