#USA #Summit #Simplicity Group #Alta Montclair #Rocky Rocamora

Simplicity Group Strengthens Its Workplace Offerings with Strategic Acquisition

On November 3, 2026, Simplicity Group, a leading financial planning firm, announced a significant strategic move by acquiring Alta Montclair, a renowned third-party administrator (TPA) specializing in 403(b) and 457(b) retirement plans. This acquisition marks an important step for Simplicity as it aims to enhance its service offerings and streamline administrative processes for its clients.

The New Partners Joining Simplicity

Along with the acquisition, Alta Montclair's leadership team, including Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky, will join Simplicity as partners. This infusion of expertise is expected to elevate Simplicity’s capability in delivering holistic wealth and retirement solutions not just for individual consumers but also for institutions like public schools and non-profits.

Merging Technologies for Seamless Administration

With the acquisition, Simplicity's Planscope360 service will seamlessly merge into the Alta Montclair platform. This integration aims to create a comprehensive administration solution, branded as Simplicity Alta Montclair, combining the strengths of both entities. The end goal is to reduce the administrative burdens faced by plan sponsors, employers, and participants, thereby enhancing operational efficiency across various sectors.

Bruce Donaldson, Partner and CEO of Simplicity, expressed his enthusiasm about the merger, stating, "Alta Montclair has built a market-leading reputation for delivering intuitive, transparent, and technology-driven administration in the complex 403(b) and 457(b) marketplace. We are thrilled to welcome Sam, Irina, and Rocky to the Simplicity partnership."

Advancing Technology and Service Integrity

Sam Monastyrsky emphasized the value of merging with Simplicity, noting, "Our core mission has always been to remove friction from retirement plan administration through modern technology and dedicated service. Joining Simplicity allows us to leverage shared resources and enhance our technological capabilities."

Rocky Rocamora echoed the sentiment, stating, "Our commitment has always centered on serving educators, public servants, and non-profit professionals who rely on essential retirement plans. This collaboration broadens our resources and strengthens our ability to provide personalized support with streamlined digital tools."

Irina Monastyrsky added, "Integrating Planscope360 into Alta Montclair's architecture allows us to offer an operational experience that is unmatched. Our aim is to deliver an intuitive platform tailored specifically for institutional retirement plans."

What Lies Ahead for Simplicity Group

The integration of Alta Montclair into Simplicity Group is anticipated to result in a more robust service offering that addresses the intricate demands of retirement planning. With a focus on technology, efficiency, and exceptional service, Simplicity Group positions itself as a premier player in the financial services landscape. By combining resources and strategies, they are well-poised to meet the evolving needs of clients and partners alike.

Founded in 2014, Alta Montclair has been recognized for its contribution to the retirement planning industry through its innovative approach to financial technology solutions. Through this merger, Simplicity aims to enhance not only its service framework but also its overall impact on communities served by their financial planning solutions. The collaboration promises to set a new standard in retirement administration, focusing on efficiency while maintaining high-quality support.

As the financial services industry continues to evolve, Simplicity Group's proactive approach in expanding its capabilities will likely serve as a model for other firms looking to enhance their service offerings and adapt to changing market demands.