Simplicity Group to Acquire RetireOne

October 13, 2025

Simplicity Group entered into a definitive agreement to acquire RetireOne, an independent outsourced insurance desk and fee-based insurance solutions platform. RetireOne will operate as “Simplicity OID,” expanding Simplicity’s suite of insurance offerings for financial institution clients while allowing different revenue models at closing.

Targets
RetireOne
Location
New Jersey, United States
Transaction Type
Buyout

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