Aug. 8, 2016 – Bryan, Pendleton, Swats & McAllister (BPS&M), a strong actuarial and retirement services consulting firm, will join Findley Davies after Findley Davies acquires BPS&M from Wells Fargo. The transaction is expected to close at the end of the third quarter of 2016.
“This joining of our two firms broadens our capabilities in the retirement consulting, health and group benefits and compliance arenas and provides us opportunities for future growth,” said John Weber, Findley Davies’ Managing Principal.
The strategic transaction deepens Findley Davies’ already strong retirement bench strength, adding over 100 actuaries, consultants and retirement plan professionals. With the inclusion of the BPS&M offices in Nashville, TN, Louisville, KY and Jackson, MS, the combined firm will have eight offices in the Central and Eastern United States with clients stretching across the country and across industries.
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