Fiduciary Services Group announced that it has acquired Pension Investors Corporation, a Florida-based third-party administrator with more than 40 years of experience serving businesses, advisors, and CPAs.
Fiduciary Services Group is the parent company of DWC – The 401(k) Experts. The acquisition expands DWC’s presence in Florida and strengthens its position across the Southeast.
Founded in 1982, Pension Investors Orlando and Pension Investors Hollywood were acquired by Adam Bergman in 2020 to form Pension Investors Corporation. The company has built a strong reputation for retirement plan expertise, responsive service, and long-standing industry relationships.
Pension Investors administers about 900 retirement plans, including 700 defined contribution plans and 200 defined benefit plans.
The acquisition advances FSG’s strategy of growing its platform by acquiring established firms with loyal client bases and specialized expertise. Pension Investors’ operations will be integrated into FSG’s TPA business, DWC.
Clients of Pension Investors are expected to continue receiving high-touch service, now supported by DWC’s broader expertise and operational depth.
Fiduciary Services Group is focused on retirement services, including recordkeeping, compliance, government reporting, actuarial services, trust and custody solutions, and investment advisory services. The company is the parent of PCS Retirement, AdvisorTrust, Aspire, ABG Consultants, DWC, and other retirement services businesses.
KEY QUOTES:
“Bringing Pension Investors onboard is another important step in growing our retirement plan administration business. We’re excited to welcome a firm with such a strong history of service into the FSG family. Bringing our organizations together adds talent and scale, strengthening how we serve advisors and plan sponsors.”
Scott David, CEO of Fiduciary Services Group
“Our priority has always been to deliver exceptional service and guidance to the advisors, CPAs, and plan sponsors who trust us. Joining DWC and Fiduciary Services Group allows us to build on that foundation and offer our clients expanded capabilities and support. We’re excited about what this means for our clients, our employees, and the future of the business.”
Adam Bergman, Owner of Pension Investors
