Our client is a recognized industry leader in Multiple Employer Plan (MEP) and Pooled Employer Plan (PEP) retirement solutions. For over 24 years, this fee-for-service Third Party Administrator and Pooled Plan Provider has been providing exceptional retirement and ERISA 3(16) services to its dedicated clientele. The Firm’s success can largely be attributed to its established name and loyal clients that result in many word-of-mouth referrals. The Firm is highly respected in the field and prides itself on providing top-notch customer service. The Owners and staff are incredibly passionate about taking care of their clients, as is evidenced by their proven client retention and outstanding reputation in the industry. The Firm boasts a dedicated team of nine (9) professionals, including its highly regarded Owner who has been in the retirement plan industry for over 40 years. In 2024, the Firm is anticipated to reach over $2.575 million in gross revenue, indicating a projected 37.3% year-over-year (YoY) increase.
Highly Profitable Retirement Solutions Provider
Highly Profitable Retirement Solutions Provider
Our client is a recognized industry leader in Multiple Employer Plan (MEP) and Pooled Employer Plan (PEP) retirement solutions. For over 24 years, this fee-for-service Third Party Administrator and Pooled Plan Provider has been providing exceptional retirement and ERISA 3(16) services to its dedicated clientele. The Firm’s success can largely be attributed to its established name and loyal clients that result in many word-of-mouth referrals. The Firm is highly respected in the field and prides itself on providing top-notch customer service. The Owners and staff are incredibly passionate about taking care of their clients, as is evidenced by their proven client retention and outstanding reputation in the industry. The Firm boasts a dedicated team of nine (9) professionals, including its highly regarded Owner who has been in the retirement plan industry for over 40 years. In 2024, the Firm is anticipated to reach over $2.575 million in gross revenue, indicating a projected 37.3% year-over-year (YoY) increase.
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