Your #1 TPA partner, making life easier for everyone we serve. Simplifying the complex & relieving the burden of plan admin, compliance & actuarial consulting.
USA from coast to coast
Joined April 2019
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Congratulations to Mark Wiggins, newly promoted to lead the FuturePlan National Sales Team's expansion throughout the Southeast and Southwest! A born leader and brilliant strategist, Mark is already hard at work serving advisors & clients! #WinningTogether lnkd.in/gUmn2K5
Great news about #SECURE Act 2.0! More to come from FuturePlan's ERISA team shortly, stay tuned!
Advisors Overwhelmingly Support Enactment of SECURE Act 2.0 | National Association of Plan Advisors bit.ly/2QY2Jyp #fiduciary #401k #IRA #Retirement
Hot off the press from FuturePlan's expert ERISA team: DOL issues first ever #Cybersecurity Guidance for #retirement plan sponsors. With $10T in assets, retirement plans are increasingly a target for How is your plan protected? We can help. futureplan.com/resources/new…
Today's the day! Please join us at 1 pm ET today when we launch FuturePlan Advisor Insights, our new expert panel series focused on helping our advisor partners succeed! #WinningTogether ascensus.zoom.us/webinar/reg…
How can TPAs help advisors grow their retirement practices and increase client retention? We've got 10 great questions you should be asking, download them here and check out our helpful tips on benchmarking TPA services: futureplan.com/resources/new…
Great job on today's #RetirementPolicy webinar, @NAPA401K team! We're proud to partner with NAPA and @usa_retirement, advocating for our industry and empowering plan advisors with actionable insights.
There's still time to help clients dramatically reduce 2020 tax liabilities and accelerate #retirement savings with a #CashBalancePlan. Connect with FuturePlan for free plan designs & info on extended deadlines under the #SECUREact: assets.futureplan.com/future…
Our expert ERISA team breaks down the American Rescue Plan Act, including impact on plan sponsors, relief for struggling defined benefit plans, and more. Get the latest on our website and download a PDF to share: futureplan.com/resources/new…
Welcome to FuturePlan! We've brought together the brightest minds in the TPA world to offer expertise on every plan, everywhere. Follow us here for helpful advisor resources, industry insights, learning opportunities, and more. #FuturePlan #retirementplan
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COVID-19 continues to impact our friends, family, and communities. FuturePlan keeps you updated on the latest legislative news, guidance and resources. Review our resources for plan sponsors and advisors.
futureplan.com/resources/cov…
Advisors: are you staying up to date with compliance deadlines? FuturePlan's 2021 Compliance Calendar helps you engage and support clients to stay on track. Download and share it today. #compliance #plansponsor
assets.futureplan.com/future…
Stay in the know. Sign up to receive periodic updates from the expert team at FuturePlan, including industry insights, webinar invitations and other learning opportunities. #FuturePlan #retirement #financialadvisor
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Plan sponsors face increasing burdens with fiduciary liabilities, regulatory complexity and demands on staff time. Learn how FuturePlan 3(16) Fiduciary Services can help. #FuturePlan #fiduciary #retirement #financialadvisor
futureplan.com/resources/new…
We're pleased to welcome Nyhart to the FuturePlan family! Their leadership in employee benefits consulting will strengthen our already broad range of services and our capacity to serve the large plan market: markets.businessinsider.com/…
Breaking news at the #ASPPA19 Government Update today: DOL issued proposed rule allowing electronic disclosure of #retirement plan information in lieu of paper — saving $2.4B over a decade! dol.gov/agencies/ebsa/about-…
First-time attendee at #ASPPA19 contemplating her career path at #FuturePlan - actuary, client relationship manager or teddy bear wrangler?
Bear-ly able to contain our excitement for #ASPPA19 and the future of the TPA industry...proud to be changing the world one #retirement plan at a time!
We ARE the ultimate pension geeks so definitely yes! #ASPPA19 #PensionGeeksUnite
Talking TPA firm valuation factors and industry consolidation trends at #ASPPA19 - great early morning kick-off with Ascensus M&A power duo Raghav Nandagopal and Christian Fulmino.
Learn about the future of the TPA world and grab an adorable astronaut teddy bear before they’re all gone! FuturePlan booth 302 #ASPPA19
