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NFP Expands SE Footprint, Financial Wellness Offerings

NFP has acquired the assets of Fiduciary First, LLC and The Participant Effect, LLC.

Located in Maitland, FL, Fiduciary First provides retirement plan consulting and fiduciary risk management for corporate and government employers in the Southeast. The Participant Effect offers financial wellness education as an added service to the individual participants of all retirement plan clients.

According to a press release, the acquisition expands NFP's retirement capabilities in the Southeast region and builds upon NFP's offerings within the financial wellness space. Former principals Jamie Hayes and Don Faller will be joining NFP as senior vice presidents.

The transaction closed effective Oct. 1, 2018.

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