SUMMIT, N.J., Nov. 3, 2026 /PRNewswire/ — Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Alta Montclair, a premier third-party administrator (TPA) and provider of cloud-based common remitting services specializing in 403(b) and 457(b) retirement plans. With this transaction, Alta Montclair leadership, Rocky Rocamora, Sam Monastyrsky and Irina Monastyrsky join Simplicity as the Group’s newest partners.

As part of the strategic alignment, Simplicity Planscope360 will merge into the Alta Montclair platform. This integration, which will go to market under the Simplicity Alta Montclair brand, combines Planscope360’s specialized scope with Alta Montclair’s proprietary technology, creating an end-to-end administration platform designed to eliminate administrative burdens for plan sponsors, employers, and participants across public school districts, governmental bodies, and non-profit institutions.

“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, and we are thrilled to welcome Sam, Irina, and Rocky to the Simplicity partnership,” said Bruce Donaldson, Partner and CEO of Simplicity. “By combining Alta Montclair’s robust technology infrastructure with our existing Planscope360 operations, under the broader umbrella of Simplicity’s Workplace platform, we are significantly elevating our administration efficiency and expanding the holistic wealth and retirement solutions we deliver to plan sponsors and educators nationwide.”

“Joining Simplicity represents an exciting opportunity for Alta Montclair, our dedicated team, and the communities we serve,” said Sam Monastyrsky. “Our core mission has always been to remove friction from retirement plan administration through modern technology and dedicated service. We are thrilled to join Simplicity and immediately leverage shared resources, accelerate technological enhancements, and bring our streamlined solutions to plan sponsors and financial professionals nationwide.”

“Our commitment has always centered on serving the educators, public servants, and non-profit professionals who rely on these vital retirement plans,” added Rocky Rocamora. “Joining Simplicity broadens our resources and strengthens our ability to deliver personalized, high-touch support coupled with streamlined digital tools, ensuring both plan administrators and participants have the guidance and clarity they need every step of the way.”

“Integrating Planscope360 directly into Alta Montclair’s proprietary architecture allows us to provide an unmatched operational experience,” said Irina Monastyrsky. “By scaling our combined technology and automated workflows, plan sponsors and vendors will benefit from an intuitive platform built specifically to handle the intricate demands of institutional retirement plans.”

About Alta Montclair
Founded in 2014, Alta Montclair is a specialized Third-Party Administrator (TPA) and common remittance provider focused on 403(b) and 457(b) retirement plans. Headquartered in California, Alta Montclair delivers comprehensive, cloud-based financial technology solutions that automate compliance, streamline contribution remitting, and provide transparent portal access for plan sponsors, participants, and financial vendors. For more information, visit https://altamontclair.org/.

About Simplicity Group
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. For more information, please visit: www.simplicitygroup.com and follow the Company on LinkedIn.

MEDIA CONTACT

Denielle Webb, P: 347-204-7181 / E: denielle.webb@simplicitygroup.com

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SOURCE Simplicity Group Holdings