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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 02, 2005 at 07:00 PM
National Investment Managers Inc. says it has agreed to acquire American Benefit Resources Inc. in a deal with a value of about $13 million.[@@]
National Investment, New York, recently paid $3 million for Stephen H. Rosen Associates Inc., Haddonfield, N.J., a retirement plan services firm owned by Stephen Rosen, the current president of the American Society of Pension Professionals & Actuaries, Arlington, Va.
American Benefit, White Plains, N.Y., and its affiliates manage 5,000 plans with 50,000 participants and $3 billion in plan assets, according to American Benefit.
American Benefit units include Benefit Management Inc. in North Attleboro, Mass.; Benefit Planning Inc., Marina del Rey, Calif.; Doyle-Barnett Associates Inc., White Plains, N.Y.; M.L. Kerns and Associates Inc., Houston; MLK Capital Management Inc., Houston; and National Associates Inc. N.W., Seattle.
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