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Get filing alertsPFG to acquire Beam Benefits for small-business expansion; MPF exit closes in Q3 2026
Filed July 29, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 30, 2025 · ~1 min read
Key Changes
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Signed agreement to acquire Beam Benefits, a small-business employee benefits provider with $175M in 2025 premiums and AI-enabled technology, pending regulatory approval for 2026 close.
MD&A: Beam Benefits acquisition verify on EDGAR → -
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Hong Kong MPF transaction with BCT closed in Q3 2026, later than the first-half 2026 expectation; $97M in impairments were recognized in Q1 2025.
MD&A: MPF transaction closure timing verify on EDGAR → -
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Foreign currency impact on Asset Management earnings reversed from a $2.9M headwind in Q2 2025 to a $7.9M tailwind in Q2 2026 as foreign currencies strengthened against the dollar.
MD&A: Foreign currency impact verify on EDGAR →
1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Source-verified from EDGAR · Narrative written by AI · Jul 30, 2026 · How we verify