Provider of employee benefits consultancy services. The company offers retirement and administration services to middle and large institutional clients throughout the United States. It specializes in actuarial valuation and retirement plan design with a focus on the professional and service industries.
Generating Revenue
Acquired/Merged (Operating Subsidiary)
Corporate Backed or Acquired
The company was acquired by Arthur J. Gallagher & Company (NYSE: AJG) for an undisclosed amount on November 1, 2016. The acquisition complements Arthur J. Gallagher & Company's growing employee benefits consulting and brokerage operations.
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