Prime Pensions has acquired Valley Forge Pension Management, extending its geographic presence into Pennsylvania and enhancing its capacity to serve retirement plan sponsors.

Information on the Target

Valley Forge Pension Management (VFPM), based in Muncy, Pennsylvania, is a prominent third-party administrator specializing in retirement plan services. Established in 1998 as part of Valley Forge Financial Group, VFPM has built a strong reputation for providing individualized retirement plan compliance and administration services tailored to the needs of small and mid-sized businesses. The company operates under the guidance of Dena Hadzinikolov and Luci Hartman, who are committed to upholding VFPM's high standards of customer service and professional integrity.

The acquisition by Prime Pensions marks a significant expansion for VFPM, as it aligns with Prime Pensions' mission to enhance the quality of retirement services across the United States. With the integration of VFPM, Prime Pensions now manages approximately 11,000 retirement plans across eight locations nationwide.

Industry Overview in Pennsylvania

The retirement plan administration industry in Pennsylvania is robust, driven by a diverse economy that supports a range of small and mid-sized businesses. The demand for expert retirement plan services has increased as companies