Tracked deals
4
4 tracked deals across 2025-2026.
Operating Company
Financial Services
Fiduciary Services Group
Philadelphia, Pennsylvania, United States
FSG is a Lee Equity-backed holding company and parent of retirement services businesses providing retirement recordkeeping, third-party administration (TPA), trust & custody, actuarial services, and related retirement-plan administration and advisory offerings.
- Focus Areas
- Retirement plan administration, Third-party administration (TPA), Recordkeeping
- Website
- nwasset-fsg.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon · 1 buyout
Fiduciary Services Group Acquisition Volume by Year
Last 2 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Fiduciary Services Group (FSG)
- Target
- RetireWell Administrators, Inc.
- Industry
- Healthcare Services
- Location
- New Jersey, United States
- Type
- Addon
Fiduciary Services Group (FSG), parent company of DWC – The 401(k) Experts, acquired RetireWell Administrators, Inc., a third-party administrator (TPA) based in Marlton, New Jersey. RetireWell administers more than 425 retirement plans and is known for hands-on retirement plan administration and consulting support for advisors and plan sponsors.
-
- Buyer
- Fiduciary Services Group (FSG)
- Target
- Pension Investors Corporation
- Seller
- Adam Bergman
- Industry
- Healthcare Services
- Location
- Florida, United States
- Type
- Buyout
Fiduciary Services Group (FSG), the parent company of DWC – The 401(k) Experts, has acquired Florida-based Pension Investors Corporation, a third-party administrator (TPA) for retirement plans. The deal expands DWC’s presence in Florida and strengthens FSG’s retirement plan administration platform in the Southeast, with Pension Investors’ operations integrated into FSG’s TPA business.
-
- Buyer
- Fiduciary Services Group (FSG)
- Target
- Future Planning Associates, Inc. (FPA)
- Industry
- Healthcare Services
- Location
- Vermont, United States
- Type
- Addon
Fiduciary Services Group (FSG), parent of DWC and PCS Retirement, announced it has acquired Future Planning Associates, Inc. (FPA), a Vermont-based third-party administration (TPA) and recordkeeping firm. The deal expands FSG’s national retirement services platform and strengthens its New England footprint by integrating FPA into DWC’s operational infrastructure.
-
September 11, 2025
- Buyer
- Fiduciary Services Group
- Target
- Beacon Benefits
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Fiduciary Services Group (FSG) has acquired Beacon Benefits, a Beverly, Massachusetts–based third-party administrator (TPA), and will integrate the business into its DWC TPA platform. The deal expands FSG’s retirement services capabilities and adds a regional Boston-area office to support growth in plan administration and recordkeeping services.
Related Acquisition Pages
Healthcare Services Buyers & Acquisitions
3 tracked deals by Fiduciary Services Group.
Financial Services Buyers & Acquisitions
1 tracked deal by Fiduciary Services Group.
Acquisitions in Florida
1 tracked deal by Fiduciary Services Group.
Acquisitions in Massachusetts
1 tracked deal by Fiduciary Services Group.
Acquisitions in New Jersey
1 tracked deal by Fiduciary Services Group.
Acquisitions in Vermont
1 tracked deal by Fiduciary Services Group.
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