Hackett , Future Planning Associates merge

Hackett & Company and Future Planning Associates, Inc. Merge
Williston, VT - on November 1, 2004, South Burlington-based Hackett &
Company's retirement plan and administrative group will merge with Future
Planning Associates, Inc. of Williston, bringing together two of Vermont's
leading retirement consulting and administration firms with over 60 years
of combined service.
The merged company, with a combined staff of 20 "qualified plan"
specialists, will operate as Future Planning Associates, Inc. under the
leadership of Suzanne Stewart as chairman and Luther F. Hackett as Vice
Chairman. The other directors of the merged company include Jan Emmons,
Marilyn Jae Lehto and Loretta Wood of Future Planning Associates and Patty
Barry, Erin Helmken and Daryl Straw from Hackett & Company.
"We believe that by combining our two companies we will be able to provide
the full array of retirement and benefit planning services and
administration that are required in this increasingly complex field," said
Hackett. "As retirement planning takes on even greater complexity, as
well as importance to individuals and employers, our goal is to provide
sound advice and practical solutions that meet their needs," he added.
"Outstanding client service is our primary objective," said Stewart in an
outline of the goals of the merged company. "In the same way that we
create plans for our clients that are both long-term and future-oriented,
this merger will ensure that Future Planning Associates will continue to
provide strength and continuity for the long term. By bringing together a
broad array of individual expertise in talented staff and state-of-the-art
data systems, we will provide superior service to all of our clients,"
added Stewart.
With the November 1st merger, the company will operate in expanded
quarters at the current site of Future Planning Associates, Inc. at 600
Blair Park (P.O. Box 905) in Williston.
Future Planning Associates, Inc. is a regional consulting firm
specializing in the design, implementation and administration of
tax-qualified Retirement Plans, Section 125/Cafeteria Plans, Health
Reimbursement Arrangements and COBRA requirements.
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