DSL Group, Inc. specializes in brokering the merger or sale of privately owned third party retirement plan businesses.  We represent TPA firms that provide plan administration, 401(k) & 403(b) record-keeping services, and/or actuarial services.  Our clients have plans that range in size from single participant to as large as 5,000 plan participants.

Our primary purpose is to provide a confidential national service that brings buyers and sellers together through our extensive contacts in the industry of retirement plan TPAs. Our process is very structured, as experience has shown us that while each buyer and seller is somewhat unique, there are enough similarities that specific steps must be followed in order for transactions to close.

DSL Group offers its owner-clients a comprehensive Marketing Action Plan that is designed to sell their business for top market value. The plan includes:

• Competitive price and terms
• A business profile for buyer presentation
• Marketing tailored to specific buyer markets
• Qualifying all buyers before presenting the business
• Coordination of all activities necessary for a successful contract closing

If you are a producer or a non-producer TPA we have buyers. The retirement plan TPA industry is composed of many owner operated businesses that have begun to examine merger or sale options due to aging of owners, cost of technology, updates/training that are better absorbed by a larger organization, or price competition that is lowering profit margins.  Of course, it’s better to explore your options when you are more successful than when the business contracts! 

We welcome the opportunity to share more detailed information and to answer any questions that you may have with reference to our services.   If you are interested in speaking with a representative of DSL Group, Inc. please call (847) 926-3123 or email info@dslgroupinc.com.