Fiduciary Services Group Acquires Pension Investors Corp

Fiduciary Services Group (FSG) has strategically expanded its retirement services footprint by acquiring Pension Investors Corporation, a Florida-based third-party administrator with over four decades of operational history. This move significantly enhances FSG's capabilities and market penetration, particularly within the crucial Southeast region.

The integration of Pension Investors Corporation, which administers approximately 900 retirement plans including a substantial mix of defined contribution and defined benefit structures, directly supports FSG's overarching growth strategy. This approach prioritizes the acquisition of established entities possessing strong client loyalty and specialized operational acumen. Pension Investors' established presence, built since its formation in 2020 under the ownership of Adam Bergman, is expected to complement and strengthen FSG's existing third-party administration (TPA) business, DWC – The 401(k) Experts.

This acquisition is more than just a consolidation; it represents a significant infusion of talent and operational scale into FSG's TPA division. Scott David, CEO of Fiduciary Services Group, highlighted the strategic importance of welcoming a firm with such a robust service legacy. The combined entity aims to deliver enhanced value and support to financial advisors and plan sponsors, leveraging the deep expertise and established client relationships of both organizations.

Pension Investors Corporation, founded in 1982 and later consolidated under Adam Bergman's leadership in 2020, has cultivated a strong reputation for its specialized knowledge in retirement plans, its commitment to responsive client service, and its enduring industry connections. The firm's operations will be seamlessly integrated into DWC, ensuring continuity of service for existing clients while introducing them to a broader spectrum of FSG's comprehensive retirement solutions.

FSG's expansive portfolio already includes a suite of retirement services, encompassing recordkeeping, compliance, actuarial support, trust and custody solutions, and investment advisory. The parent company oversees several key subsidiaries, including PCS Retirement, AdvisorTrust, Aspire, ABG Consultants, and DWC. The addition of Pension Investors further solidifies FSG's position as a major player in the retirement services sector, a market experiencing sustained growth driven by increasing demand for sophisticated retirement planning and administration solutions.

Clients of Pension Investors can anticipate an elevated service experience, benefiting from the expanded resources and operational depth of DWC and the wider Fiduciary Services Group network. This strategic integration is designed to maintain the high-touch service model that clients have come to expect, while simultaneously unlocking new levels of efficiency and support. Adam Bergman expressed enthusiasm for the future, emphasizing the enhanced capabilities that this union brings to clients, employees, and the business itself.