FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.
FuturePlan Welcomes New Regional Vice Presidents to National Sales Team
FuturePlan by Ascensus has announced the appointment of two new Regional Vice Presidents to the National Sales Team: Denise D’Antuono and Lori Zeman.
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
FuturePlan Expands National Sales Team
Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives
FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan has announced the appointment of a new Regional Vice President, Nick Kennedy, to the FuturePlan team.
Why 1 Million Visitors Love my.FuturePlan
Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
5 Reasons to Add a Cash Balance Plan Before Year End
Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.
FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan
New Product Diminishes Employer Burdens, Adds Fiduciary Protection
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