Fiduciary Services Group Acquires Pension Investors Corporation, Expanding Its Retirement Plan Administration Platform

Fiduciary Services Group (FSG), the parent company of DWC – The 401(k) Experts, has completed the acquisition of Pension Investors Corporation, a third-party administrator (TPA) based in Florida, for an undisclosed amount. The transaction was announced on July 2, 2026, and is expected to enhance FSG's retirement plan administration services while expanding its footprint in the Southeast market.

Pension Investors Corporation, founded in 1982, has established a strong reputation in the retirement plan administration sector, serving businesses, advisors, and CPAs for over four decades. The company administers approximately 900 retirement plans, including 700 defined contribution and 200 defined benefit plans. Following its acquisition by Adam Bergman in 2020, Pension Investors has focused on delivering high-quality service and building lasting relationships within the industry. This acquisition aligns with FSG's strategic goal of integrating established firms with a loyal client base and specialized expertise into its growing platform.

The acquisition of Pension Investors is a strategic move for FSG, as it aims to strengthen its position in the Southeast market. By integrating Pension Investors into DWC, FSG will not only enhance its operational capabilities but also broaden its service offerings to existing and prospective clients. Scott David, CEO of Fiduciary Services Group, emphasized the importance of this acquisition in advancing FSG's retirement plan administration business, highlighting the added talent and scale that Pension Investors brings to the organization.

The retirement services sector has been experiencing significant growth, driven by increasing demand for effective retirement plan solutions and compliance services. As businesses seek to enhance their employee benefits offerings, the need for experienced TPAs like Pension Investors becomes more pronounced. By acquiring a well-established firm with a proven track record, FSG positions itself to capitalize on this growing market trend and further solidify its leadership in the retirement services industry.

Looking ahead, the acquisition of Pension Investors Corporation is expected to have positive implications for both companies and their clients. The integration will allow for a seamless transition of services while maintaining the high-touch client experience that Pension Investors is known for. As FSG continues to expand its presence in the retirement plan administration space, the firm is well-positioned to leverage its enhanced capabilities to meet the evolving needs of advisors, plan sponsors, and participants in the Southeast and beyond.