Seeking Acquisition Opportunities for Small to Mid-Size 401(k) TPA Firm

Hello,

I have a client interested in acquiring or merging with a small to mid-size 401(k) TPA firm. Their services include, but are not limited to, plan designing, plan valuation, preparing renewal packages, census scrubbing, contribution calculation (including profit sharing), and compliance testing (Coverage, ADP/ACP, 416 top-heavy tests, 401(a)(4), and top-heavy). They are open to opportunities in any location.

If you know of any firms available for acquisition or merger, please send me a direct message.

Best regards,

John