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Simplicity Group acquires Alta Montclair TPA

PRIVATENov 03, 2026

Acquiring Company

Simplicity Group Holdings

Acquired Company

Alta Montclair

SummitCaliforniaFintechFinancial ServicesFintech

Description

Simplicity Group announced the acquisition of Alta Montclair, a third-party administrator for 403(b) and 457(b) retirement plans. Alta Montclair's leaders Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky join Simplicity as partners. Simplicity Planscope360 will merge into the Alta Montclair platform under the Simplicity Alta Montclair brand.

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Company Information

Company

Simplicity Group Holdings

Location

Summit, New Jersey, United States

About

Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one of the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.

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Frequently asked

Who acquired Alta Montclair?

Alta Montclair was acquired by Simplicity Group Holdings, based in Summit. The deal was reported on November 3, 2026. Simplicity Group Holdings is privately held and operates in Fintech.

When did Simplicity Group Holdings acquire Alta Montclair?

Simplicity Group Holdings's acquisition of Alta Montclair was reported on November 3, 2026. Simplicity Group announced the acquisition of Alta Montclair, a third-party administrator for 403(b) and 457(b) retirement plans. Alta Montclair's leaders Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky join Simplicity as partners. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Alta Montclair do?

Alta Montclair is a specialized third-party administrator (TPA) and common remittance provider focused on 403(b) and 457(b) retirement plans. It is privately held, operating in Financial Services, and is based in California.

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