Acquiring Company
Fiduciary Services Group
Acquired Company
Future Planning Associates
PhiladelphiaVermontFinancial ServicesConsultingGovernmentEmployee BenefitsConsultingDescription
Fiduciary Services Group has announced its acquisition of Future Planning Associates, a third-party administration and recordkeeping firm based in Vermont. This marks FSG's third TPA acquisition in 14 months, reinforcing its strategy to integrate exceptional TPAs into its national platform. The acquisition aims to enhance FSG’s retirement services and support growth for Future Planning Associates.
Quick answer
Fiduciary Services Group is acquiring Future Planning Associates, announced February 17, 2026. Fiduciary Services Group is based in Philadelphia, Pennsylvania, United States.
- How much did Fiduciary Services Group pay for Future Planning Associates?
- 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 Future Planning Associates based?
- Fiduciary Services Group is based in Philadelphia, Pennsylvania, United States. Future Planning Associates is based in Vermont, United States.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Consulting
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- AMBA acquires Amwins Group Benefits' Affinity business (April 2, 2026)
- Vienna Insurance Group to acquire Nürnberger Beteiligungs-AG (March 22, 2026)
- Arthur J. Gallagher acquires Asset Partners Wealth (March 17, 2026)
- Arthur J. Gallagher acquires German broker Krose (February 26, 2026)
- Integrated Pension Services acquires BDS Consulting (February 19, 2026)
- ABC Company acquires Management Consulting division (February 18, 2026)
Who to call at Fiduciary Services Group, and when
When Fiduciary Services Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Fiduciary Services Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
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Frequently asked
Who acquired Future Planning Associates?
Future Planning Associates was acquired by Fiduciary Services Group, based in Philadelphia. The deal was reported on February 17, 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 Future Planning Associates?
Fiduciary Services Group's acquisition of Future Planning Associates was reported on February 17, 2026. Fiduciary Services Group has announced its acquisition of Future Planning Associates, a third-party administration and recordkeeping firm based in Vermont. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Future Planning Associates do?
Future Planning Associates (FPA) is an independent retirement plan consulting firm that provides transparent, conflict-free guidance. It is privately held, operating in Employee Benefits, and is based in Vermont.
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