U.S. Retirement & Benefits Partners Acquires Pension Planning Consultants

Integrated Pension Services Acquires BDS Consulting Group

February 19, 2026

Consulting

Integrated Pension Services, a national retirement plan consulting and compliance firm based in Boston, has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 plan clients nationwide. The deal includes all client relationships and staff (BDS employees will join Integrated Pension) and expands Integrated Pension's scale by nearly 50%, strengthening its retirement plan compliance and workplace wealth capabilities.

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.

CBIZ Acquires American Pension Advisors

July 1, 2023

Accounting & Tax

CBIZ, Inc. has acquired American Pension Advisors, Ltd., a retirement plan consulting and administration firm based in Indianapolis, effective July 1, 2023. The deal adds APA's 14 employees and roughly $2.9 million in revenue to CBIZ's Retirement Investment Services practice and strengthens CBIZ's presence in the Indianapolis metro market.

Prime Pensions Acquires Northwest Retirement Plan Consultants

June 28, 2022

Financial Services

Prime Pensions LLC, a portfolio company of Mill Point Capital, has acquired Northwest Retirement Plan Consultants, LLC (NWRPC), a Washington-based provider of retirement plan design, administration and consulting services. The acquisition expands Prime Pensions' geographic footprint in the Northwestern United States and strengthens its retirement plan administration capabilities; NWRPC's managing principals will remain with the combined business.

U.S. Retirement & Benefits Partners Acquires MidAmerica Administrative & Retirement Solutions

January 3, 2022

Financial Services

U.S. Retirement & Benefits Partners (USRBP) has acquired MidAmerica Administrative & Retirement Solutions from Alpine Investors. The acquisition combines MidAmerica’s public-sector retirement and health & welfare plan administration capabilities with USRBP’s national platform to deepen market coverage and expand service capabilities for K-12, higher education and government clients.

U.S. Retirement & Benefits Partners Adds TSA Consulting Group

December 21, 2020

Financial Services

U.S. Retirement & Benefits Partners (USRBP) announced that TSA Consulting Group (TSACG), a Florida-based third-party administrator and retirement plan compliance specialist, has joined the USRBP network. TSACG, which serves more than 3,000 employer groups and administers over $45 billion in assets, will integrate with USRBP to strengthen the firm's capabilities and position in the K-12 marketplace; Raymond James served as TSACG's exclusive financial advisor.