Partnerships

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

Principal Financial Group®, a leader in pooled retirement plan offerings, announced the successful transition of administrative responsibilities for Principal® EASE, the firm’s largest Pooled Employer Plan (PEP) by client count, to FuturePlan. 

New Product Diminishes Employer Burdens, Adds Fiduciary Protection

FuturePlan is part of an exciting partnership with RBC Wealth Management (RBC) and Transamerica.

Vestwell names FuturePlan as one of its preferred TPA partners, as part of their new Vestwell Flex solution.