Fiduciary Services Group Expands Footprint with Acquisition of Pension Investors Corporation

Fiduciary Services Group Boosts Retirement Services Portfolio with New Acquisition

In a strategic move to bolster its retirement plan administration business, Fiduciary Services Group (FSG), recognized for its expertise through _DWC – The 401(k) Experts_, has successfully acquired Pension Investors Corporation, a prominent Florida-based third-party administrator with an impressive background in retirement planning.

Established in 1982, Pension Investors has become a reliable name in the sector, known for its deep expertise in managing retirement plans, a dedication to client service, and the cultivation of strong industry relationships. The firm, which administers nearly 900 retirement plans—with 700 categorized as defined contribution plans and 200 as defined benefit plans—brings a wealth of experience to FSG’s existing operations.

The acquisition was spearheaded by Adam Bergman, who had previously consolidated operations from Pension Investors' Orlando and Hollywood branches into Pension Investors Corporation in 2020. With a solid reputation already in place, the integration into FSG will enable the firm to expand its reach within Florida while enhancing its overall position in the Southeast market.

Scott David, CEO of Fiduciary Services Group, expressed his enthusiasm regarding the acquisition, stating, "Bringing Pension Investors onboard is another important step in growing our retirement plan administration business. We are excited to welcome a firm with such a strong history of service into the FSG family." David emphasized that this merger would not only increase their footprint but also enrich their operational capabilities and talent pool.

As part of FSG, Pension Investors' operations will be merged with DWC’s existing business suite, ensuring that clients continue receiving the high-touch service they have come to expect. This transition is aimed at providing enhanced support backed by a broader expertise in the retirement planning sector.

Adam Bergman, the owner of Pension Investors, highlighted that the merger would allow them to further advance their commitment to delivering exceptional guidance and support to advisors, CPAs, and plan sponsors. He asserted, "Joining DWC and FSG enables us to build on our existing foundation and offer our clients expanded capabilities. We are excited about the opportunities this partnership presents for our clients, employees, and the future growth of our business."

Fiduciary Services Group is recognized as a leader in improving all aspects of retirement services. The company emphasizes recordkeeping services, compliance, government reporting, actuarial services, trust and custody solutions, as well as investment advisory services. FSG aims to empower organizations, advisors, and participants alike in achieving their retirement goals through innovative and reliable support.

With this acquisition, FSG continues to build a collaborative approach that combines expertise across its family of companies, which includes PCS Retirement, AdvisorTrust, and Aspire. The strategic alignment with Pension Investors Corporation is set to shape a promising future while enhancing client satisfaction through improved services and a rich pool of knowledge.

As the retirement landscape evolves, the integration of established firms like Pension Investors enables Fiduciary Services Group to navigate the complexities of the market while continuing to prioritize the needs of its stakeholders. This acquisition not only reflects FSG's commitment to growth but also underscores the importance of providing tailored retirement solutions to diverse client bases as they prepare for retirement in a changing economic environment.