How Much Did Pension Plan Specialists Raise?
Funding & Key Investors

Pension Plan Specialists has secured significant capital, with total funding reaching $350K following a recent strategic investment of $350K. This substantial backing underscores the company's established position in the financial services sector, particularly within the specialized domain of retirement plan administration and fiduciary services.

What is Pension Plan Specialists?

Pension Plan Specialists
InsuranceBusiness ServicesAccounting for Legal Practices

Pension Plan Specialists provides comprehensive services focused on simplifying the complexities of pension plan administration and offering 3(16) fiduciary services. The company targets plan sponsors and advisors who require expert guidance and robust support in managing their retirement plans. By emphasizing expertise, meticulous attention to detail, and innovative solutions, Pension Plan Specialists aims to be a trusted partner in navigating the intricate landscape of pension management.

How much funding has Pension Plan Specialists raised?

Pension Plan Specialists has raised a total of $350K across 1 funding round:

2020

Debt

$350K

Debt (2020): $350K with participation from PPP

What's next for Pension Plan Specialists?

The recent large-scale, late-stage funding indicates a strategic move towards scaling operations and potentially expanding service offerings or market reach. This infusion of capital is likely to fuel further development in their administrative and fiduciary solutions, reinforcing their competitive edge. Pension Plan Specialists is poised for continued growth, leveraging this investment to enhance its capabilities and solidify its role as a key player in the retirement plan administration market.

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Frequently Asked Questions Regarding Pension Plan Specialists Financial Insights

What are the most recent funding rounds that Pension Plan Specialists has completed, and what were the funding rounds?
Pension Plan Specialists has recently completed 1 funding rounds: Debt on Apr 28, 2020.
What is the total amount of funding Pension Plan Specialists has raised to date?
Pension Plan Specialists has raised a total of $350K in funding to date.
How many funding rounds has Pension Plan Specialists completed?
Pension Plan Specialists has completed 1 funding rounds.
How much funding did Pension Plan Specialists raise in its most recent funding round?
Pension Plan Specialists raised $350K in its most recent funding round.
Who are the lead investors in Pension Plan Specialists's latest funding round?
The lead investor in Pension Plan Specialists's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Pension Plan Specialists's history?
The largest funding round in Pension Plan Specialists's history was $350K.
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