Acquisitions in Vermont in 2026

  • Fiduciary Services Group Acquires Vermont-Based Future Planning Associates
    February 17, 2026
    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.

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