# Simplicity Group Buys Alta Montclair, Folds Planscope360 Into Retirement Platform

> Simplicity Group has acquired Alta Montclair, a California retirement plan administrator, and will merge its Planscope360 business into the combined Simplicity Alta Montclair brand.

- Published: 2026-11-07T18:45:49+00:00
- Section: Mergers & Acquisitions
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-07/simplicity-group-acquires-alta-montclair
- Source: [Pulse 2.0](https://pulse2.com/simplicity-group-acquires-alta-montclair-to-expand-403b-and-457b-retirement-plan-administration/)

## Key takeaways

- Simplicity Group acquired Alta Montclair, a California-based third-party administrator founded in 2014, at an undisclosed price.
- Alta Montclair leaders Rocky Rocamora, Sam Monastyrsky and Irina Monastyrsky joined Simplicity as partners.
- Simplicity will merge its Planscope360 business into Alta Montclair's technology platform under the Simplicity Alta Montclair brand.

Simplicity Group has acquired Alta Montclair, a California-based third-party retirement plan administrator and provider of cloud-based remittance technology, at an undisclosed price. [Pulse 2.0](https://pulse2.com/simplicity-group-acquires-alta-montclair-to-expand-403b-and-457b-retirement-plan-administration/) reported the deal on November 7, 2026. The acquisition expands Simplicity's workplace retirement capabilities for 403(b) and 457(b) plans serving educators, government employees and nonprofit professionals.

## Simplicity's Deal Terms and Alta Montclair's Role

[Simplicity Group](https://akta.pro/company-profiles/0000bvu/simplicity-group) is a financial services organization specializing in wealth accumulation and protection solutions. [Alta Montclair](https://akta.pro/company-profiles/002tkm6/alta-montclair) was founded in 2014 and provides third-party administration and common remittance services for employer-sponsored retirement plans.

As part of the transaction, Alta Montclair leaders Rocky Rocamora, Sam Monastyrsky and Irina Monastyrsky have joined Simplicity as partners. Simplicity will merge its existing Planscope360 business into Alta Montclair's technology platform, and the combined operation will serve customers under the Simplicity Alta Montclair brand.

Bruce Donaldson, partner and CEO of Simplicity Group, said: "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."

Sam Monastyrsky, now a partner at Simplicity Group, said: "Joining Simplicity represents an exciting opportunity for Alta Montclair, our dedicated team, and the communities we serve."

## Simplicity's Retirement and Insurance Scale

According to akta.pro [company records](https://akta.pro/company-data), Simplicity Group was founded in 2016 and is headquartered in Summit. The same records list more than $14 billion in assets under management for its RIA business, more than $12 billion of annuity sales and more than $615 million of life sales. The records also list a strategic partnership with LPL Financial effective May 1, 2026, under which Simplicity became LPL's preferred Brokerage General Agency and LPL transitions its internal LPL Insurance Associates business to Simplicity, exposing Simplicity to LPL's 32,000+ advisors.

## Simplicity's Run of Acquisitions

Simplicity Group acquired Denver-based MAIA Wealth and integrated its advisors under Simplicity Wealth Advisors: Denver, Pulse 2.0 reported in October 2026. Simplicity Group acquired Chicago-based Zen Wealth Management Group, founded by Eddie Patel, and will rebrand it as Simplicity Tax Advisors, PR Newswire reported in October 2026. Simplicity Group acquired Pinnacle Atlanta, LLC and added Austin Knowles and Mike Becher to its Atlanta team, PR Newswire reported in November 2026.

## Alta Montclair's Platform Under Simplicity

Alta Montclair's platform includes cloud-based capabilities for automating contribution remittance, monitoring compliance and providing information through online portals. Simplicity said the integration of Planscope360 into Alta Montclair's proprietary system is intended to improve operational efficiency, support compliance functions and simplify interactions among employers, financial institutions and retirement plan participants. Simplicity will provide additional resources to support product development, operational expansion and broader distribution.

## Companies in this story

- [Simplicity Group company profile](https://akta.pro/company-profiles/0000bvu/simplicity-group) · website: https://www.simplicitygroup.com
- [Alta Montclair company profile](https://akta.pro/company-profiles/002tkm6/alta-montclair) · website: https://altamontclair.org

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