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Edelman Monetary Engines introduced Wednesday that’s buying New England Pension Plan Techniques, the retirement plan consulting agency, in addition to New England Funding Consultants, its affiliated registered funding advisor.
New England Pension Plan Techniques is a nationwide retirement plan consulting agency that gives advisory and consulting providers to worker profit plans and their contributors.
Each entities are headquartered in Windfall, Rhode Island, and have nearly all of their joint purchasers in New England. The corporations serve some $1.5 billion in property beneath administration throughout greater than 500 purchasers, making this Edelman Monetary’s largest acquisition (primarily based on AUM) for the reason that agency began purchases in 2021.
Along with serving retirement plans, New England Pension Plan Techniques additionally offers personalised complete monetary planning and funding administration to people, trusts, estates and charitable organizations.
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