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Hackett , Future Planning Associates merge

first_imgHackett & Company and Future Planning Associates, Inc. MergeWilliston, VT – on November 1, 2004, South Burlington-based Hackett &Company’s retirement plan and administrative group will merge with FuturePlanning Associates, Inc. of Williston, bringing together two of Vermont’sleading retirement consulting and administration firms with over 60 yearsof combined service.The merged company, with a combined staff of 20 “qualified plan”specialists, will operate as Future Planning Associates, Inc. under theleadership of Suzanne Stewart as chairman and Luther F. Hackett as ViceChairman. The other directors of the merged company include Jan Emmons,Marilyn Jae Lehto and Loretta Wood of Future Planning Associates and PattyBarry, Erin Helmken and Daryl Straw from Hackett & Company.”We believe that by combining our two companies we will be able to providethe full array of retirement and benefit planning services andadministration that are required in this increasingly complex field,” saidHackett. “As retirement planning takes on even greater complexity, aswell as importance to individuals and employers, our goal is to providesound advice and practical solutions that meet their needs,” he added.”Outstanding client service is our primary objective,” said Stewart in anoutline of the goals of the merged company. “In the same way that wecreate plans for our clients that are both long-term and future-oriented,this merger will ensure that Future Planning Associates will continue toprovide strength and continuity for the long term. By bringing together abroad array of individual expertise in talented staff and state-of-the-artdata systems, we will provide superior service to all of our clients,”added Stewart.With the November 1st merger, the company will operate in expandedquarters at the current site of Future Planning Associates, Inc. at 600Blair Park (P.O. Box 905) in Williston.Future Planning Associates, Inc. is a regional consulting firmspecializing in the design, implementation and administration oftax-qualified Retirement Plans, Section 125/Cafeteria Plans, HealthReimbursement Arrangements and COBRA requirements.- 30 –last_img read more

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