United Retirement Plan Consultants

Sell-side

Exclusive Financial Advisor, June 2019

United Retirement Plan Consultants
Sale to Ascensus, LLC.

Based in Dublin, Ohio, URPC is a leader in retirement plan design, consulting, and administration services. The firm delivers tax‐efficient retirement plans—including 401(k), traditional defined benefit, cash balance, and employee stock ownership plans—and serves thousands of clients from sales and service centers in office locations throughout the country.

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