FuturePlan

New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market

Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach. 

Driving New England growth through independent, advisor-focused retirement solutions. 

Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii. 

State mandated retirement programs have become a way to increase the low percentage of Americans saving for retirement, and a way to bridge the coverage gap as pensions become rarer.

The Pension Benefit Guaranty Corporation has announced that paper checks will no longer be accepted for annual premium payments. 

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Patty Miller, to the FuturePlan team.

Small businesses—now accounting for 56% of cash balance plans—and companies in California and New York lead the charge. 

If you’ve been considering terminating your frozen defined benefit plan, this may be the right time to act. 

FuturePlan by Ascensus announced today the recent appointment of two new regional vice president, sales consultants to the FuturePlan sales team.