About This Deal

CBIZ acquired Pension Dynamics, LLC, a transaction announced in February 2020.

Pleasant Hill, California full-service retirement and benefits plan advisor; added to the Benefits and Insurance Services practice group.

Pleasant Hill, California full-service retirement and benefits plan advisor; added to the Benefits and Insurance Services practice group.

Deal Terms

Acquirer
CBIZ
Target
Pension Dynamics, LLC
Value
Not disclosed
Date
February 2020
Type
Full acquisition
Status
Completed

Transaction Details

Announced
February 1, 2020

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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