Simplicity Group Acquires Alta Montclair to Expand Retirement Plan Administration
Simplicity Group has announced the acquisition of Alta Montclair, a specialized third-party administrator (TPA) focused on 403(b) and 457(b) retirement plans. As part of the deal, Simplicity's Planscope360 will merge into the Alta Montclair platform to create a new unified brand: Simplicity Alta Montclair. The integration aims to provide an end-to-end administration platform utilizing proprietary technology to serve public school districts, governmental bodies, and non-profit institutions. The acquisition also brings Alta Montclair leadership—Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky—into the Simplicity partnership structure.
Topics: Financial Services Fintech M&A Retirement Plan Administration