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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