Strategic Acquisition Summit Benefit and Actuarial Services was acquired by Economic Group Pension Services in August 2021, signaling a potential integration of client bases and cross-sell opportunities with a broader TPA network.

TPA Partnerships The company provides third party actuarial and technical support to over 25 TPA firms nationwide, suggesting there may be facilitation opportunities to expand via partner referrals, white-label services, or embedded actuarial support offerings.

ACA Expertise Deep experience in Affordable Care Act administration and compliance, including 1094/1095 reporting and ALR determinations, creates a doorway to upsell enhanced ACA services to plan sponsors facing complex regulatory requirements.

Qualified Plan Focus Specialization in designing and administering qualified plans (401(k), 403(b), defined contribution and defined benefit) without selling investments or insurance products positions the firm for growth with employers seeking compliant, enrollment-ready retirement programs.

Revenue Growth Potential With a revenue range of 10–25 million and a history of long-standing partner relationships, there are opportunities to pitch expanded administrative scale, technology-enabled reporting, and cost-competitive actuarial services to mid-market plan sponsors and TPAs seeking efficiency gains.