Simplicity Group Announces the Successful Launch of its All-Employee Equity Ownership Program

SUMMIT, N.J., Oct. 20, 2026 /PRNewswire/ -- Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the successful launch of its "All-Employee Ownership Program," an initiative designed to give every Simplicity employee the opportunity to own equity in the fastest-growing financial products distribution business in the United States. Following the completion of the inaugural enrollment period, the majority of Simplicity employees have become equity owners in Simplicity.

"The launch of our All-Employee Ownership Program marks another important milestone for Simplicity," said Bruce Donaldson, Partner and CEO of Simplicity. "By extending the direct equity ownership opportunity to all of our team members nationwide, we are aligning our growth with the dedicated professionals who drive our success every day. Simplicity's unique equity structure provides every Simplicity employee—regardless of tenure—with the same financial opportunity as all other Simplicity owners: Principal Partners, who have merged their businesses into Simplicity, long-tenured Simplicity management and employees, and Simplicity's institutional investors. We are proud to offer this unique equity program to all our employees and we are thrilled to welcome the new participating employees as true business owners in best partnership in the country."

Designed to empower all active W-2 employees—both full-time and part-time—to share directly in the long-term growth and appreciation of the firm, the Simplicity All-Employee Ownership Program offers team members the opportunity to invest directly in the equity partnership. Through this initiative, participating employees build equity value alongside Simplicity's Partners and its institutional investors, benefiting from equal share value appreciation.

Simplicity's All-Employee Ownership Program will serve as another cornerstone in its unrivalled culture, an egalitarian partnership in which every Partner, and now every participating employee, shares equally in the growth of the firm.

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.

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SOURCE Simplicity Group Holdings