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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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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
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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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
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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
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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
January 09, 2007 at 12:28 PM
National Investment Managers Inc. has acquired Benefits Dynamics Inc. for about $500,000 in cash and notes.
National Investment, New York, is a financial services firm consolidator that is buying pension plan administration, investment management and insurance businesses.
Before National Investment made the National Actuarial acquisition, it was administering 7,100 retirement plans with $6.8 billion in plan assets.
Benefits Dynamics, Cherry Hill, N.J., a firm that was founded in 1979, administers 200 retirement plans with about $200 million in assets. It also runs 100 Section 125 plans.
Jo-Ann Massanova, president of Benefits Dynamics, will stay with the firm after the acquisition, National Investment says.
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