Experienced Retirement Expertise FACTS, Inc. has over four decades of experience in retirement plan administration, positioning it as a trusted partner for firms seeking reliable retirement solutions tailored to small and medium-sized businesses across the United States.

Broad Client Base Serving a diverse client range from self-employed individuals to large firms, FACTS, Inc. presents opportunities to tailor retirement offerings to various industry segments and company sizes within the financial services market.

Steady Revenue Stream With annual revenues between 10 million and 25 million dollars, FACTS, Inc. demonstrates a solid financial footing, indicating potential stability and capacity for expanding or upselling additional retirement services.

Technology and Growth Utilizing tools like Google Analytics and standard web technologies, the company shows digital engagement and a foundation for technological enhancements, offering avenues to introduce advanced client management solutions.

Alignment with Larger Firms FACTS, Inc.’s niche within third-party administration complements larger professional services firms such as Baker Tilly and RSM, providing a strategic opportunity for partnerships or referral growth in the financial and consulting sectors.