September 26, 2016 11:06 PM ET

Capital Markets

Company Overview of United Retirement Plan Consultants

Company Overview

United Retirement Plan Consultants provides third party retirement administration services in the United States. The company engages in the design, administration, compliance, and pension actuarial consultation of various types of qualified and non-qualified retirement plans, including defined contribution plans, defined benefit plans, cash balance plans, and non-qualified plans. It serves retirement advisors, plan sponsors, and plan participants. The company was formerly known as National Investment Managers Inc. and changed its name to United Retirement Plan Consultants on April 4, 2011. United Retirement Plan Consultants is headquartered in Dublin, Ohio.

485 Metro Place South

Suite 275

Dublin, OH 43017

United States

Phone:

614-923-8822

Fax:

614-923-5242

Key Executives for United Retirement Plan Consultants

Chief Executive Officer and Director
President and Chief Operating Officer
Age: 55
Chief Financial Officer and Principal Accounting Officer
Age: 55
Senior Vice President of Investment Services
Age: 53
Consultant
Age: 61
Compensation as of Fiscal Year 2016.

United Retirement Plan Consultants Key Developments

United Retirement Plan Consultants, Inc. Joins Force with MGA Consultants, Inc. to Expand and Improve the Delivery of Retirement Plan Services and Innovative Solutions to Clients

United Retirement Plan Consultants Inc. has joined forces with MGA Consultants Inc. in a move to expand and improve the delivery of retirement plan services and innovative solutions to clients. In addition, the board of directors of URPC has appointed Lee Bachu as chief executive officer effective immediately, and she is now serving as a member of the board of directors.

United Retirement Plan Consultants, Inc. Announces Executive Changes

United Retirement Plan Consultants Inc. announced that the board of directors has appointed Lee Bachu as Chief Executive Officer effective immediately, and she is now serving as a member of the board of directors. Ms. Bachu succeeds John M. Davis, the company's current CEO. Ms. Bachu founded MGA Consultants Inc. in 1997.

VMS, Envestnet and United Retirement Announce Innovative Partnership to Align Retirement-Planning Industry with New Fiduciary Requirements

Vertical Management Systems Inc., Envestnet | Retirement Solutions (ERS), and United Retirement Plan Consultants (URPC), announced an innovative strategic partnership designed to help financial advisors, retirement plan sponsors and participants navigate new Department of Labor (DOL) conflict-of-interest regulations, and streamline their fiduciary, recordkeeping and compliance services on one scalable platform. The seamless integration of these services on VMS's Retirement RevolutionĀ® platform provides a retirement-plan solution with choice, flexibility, complete transparency and cost-effective pricing. Further, it leverages the combined expertise of leading firms in the financial-services marketplace to offer optimal outcomes across the spectrum of retirement-plan needs from plan design and set-up to full recordkeeping and administration, wrapped with fiduciary protection that specifically addresses the new DOL rules.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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