Findley, Inc.

Findley, Inc. specializes in retirement plan consulting and benefits administration, providing tailored services that enhance employee financial security and meet compliance standards. Founded in 1969 and headquartered in Brentwood, US, Findley, Inc. operates primarily in the retirement plan consulting sector, focusing on delivering specialized solutions for organizations.

In October 2020, USI Holdings Corporation, a portfolio company of CDPQ and KKR, acquired Findley, which was completed in November 2020. The company has been involved in a single deal, with its most recent activity recorded on October 21, 2020. Findley, Inc. offers a range of consulting and administrative services specifically for retirement plans.

Their offerings include 401(k), 403(b), and 457 consulting, along with bundled retirement services and pension plan oversight. The firm focuses on creating independent and innovative retirement plan solutions that meet the evolving needs of employers and ensure compliance with fiduciary responsibilities. Findley serves a diverse range of clients across various industries in the United States and select international markets. Findley, Inc.

generates revenue through a structured service model focused on retirement plan solutions. Engagements with clients are typically B2B partnerships, with services offered on a subscription basis to ensure ongoing support for retirement plans. Revenue is also derived from specialized programs like the USI ONE Advantage®, which integrates risk management and benefit solutions, ensuring tailored support for employees and employers alike. Following its acquisition in November 2020, Findley, Inc.

is poised for growth through the development of new retirement plan consulting products, aimed at enhancing their service offerings. The company is exploring expansion into new geographic markets, specifically targeting regions in the Midwest and Southeast of the US by 2023. The recent acquisition will facilitate this growth strategy, allowing Findley to leverage increased resources and expertise to enhance its market presence.