Summit Professional Networks Acquires Pension Data Resources
June 24, 2014
Combines PDR’s PensionPlanet.com with the Judy Diamond suite of data tools to broaden Summit’s reach and services in the qualified retirement plan market
New York, NY, June 9, 2014 –Summit Professional Networks today announced the acquisition of Pension Data Resources, Inc., known best in the industry by its PensionPlanet.com brand. Pension Data Resources, founded in 1987, provides Form 5500 pension/retirement plan data and information services to individual financial advisors and enterprise financial institutions. Summit owns Judy Diamond Associates, a suite of pension/retirement and health/welfare prospecting and plan analysis tools. The acquisition expands Summit’s position as a leading provider of data-driven prospecting, plan analysis and strategic planning tools to financial advisors, retirement professionals, and financial institutions.