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Fiduciary Services Group acquires RetireWell

PRIVATEJul 15, 2026

Acquiring Company

Fiduciary Services Group

Acquired Company

RetireWell Administrators

PhiladelphiaEvesham TownshipFinancial ServicesConsultingGovernmentFinancial ServicesEmployee BenefitsConsulting

Description

Fiduciary Services Group has acquired RetireWell Administrators, Inc., a third-party administrator known for its retirement plan expertise. This marks FSG's third TPA acquisition in 2026, enhancing its national capabilities. The integration aims to provide better client services and leverage RetireWell's strong reputation in the industry.

Quick answer

Fiduciary Services Group is acquiring RetireWell Administrators, announced July 15, 2026. Fiduciary Services Group is based in Philadelphia, Pennsylvania, United States.

How much did Fiduciary Services Group pay for RetireWell Administrators?
The deal value was not disclosed.
What does Fiduciary Services Group do?
Fiduciary Services Group Family of Companies (FSG) is a leader in enhancing all aspects of retirement services.
Where are Fiduciary Services Group and RetireWell Administrators based?
Fiduciary Services Group is based in Philadelphia, Pennsylvania, United States. RetireWell Administrators is based in Evesham Township, New Jersey, United States.

Source: Fundz verified event record.

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Company Information

Company

Fiduciary Services Group

Location

Philadelphia, Pennsylvania, United States

About

Fiduciary Services Group Family of Companies (FSG) is a leader in enhancing all aspects of retirement services. With a comprehensive focus on recordkeeping services, compliance, government reporting, actuarial services, trust and custody solutions, and investment advisory services, FSG is committed to delivering innovative and reliable support to its clients. As the parent company of multiple organizations, FSG champions a collaborative approach to empowering organizations, advisors, and participants in achieving their retirement goals.

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Frequently asked

Who acquired RetireWell Administrators?

RetireWell Administrators was acquired by Fiduciary Services Group, based in Philadelphia. The deal was reported on July 15, 2026. Fiduciary Services Group Family of Companies (FSG) is a leader in enhancing all aspects of retirement services. Fiduciary Services Group is privately held and operates in Financial Services.

When did Fiduciary Services Group acquire RetireWell Administrators?

Fiduciary Services Group's acquisition of RetireWell Administrators was reported on July 15, 2026. Fiduciary Services Group has acquired RetireWell Administrators, Inc., a third-party administrator known for its retirement plan expertise. This marks FSG's third TPA acquisition in 2026, enhancing its national capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does RetireWell Administrators do?

RetireWell Administrators, Inc. provides retirement plan administration and consulting services to businesses, advisors, and plan sponsors. It is privately held, operating in Financial Services, and is based in Evesham Township.

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