Prevailing Wage Plans are essential for taking full advantage of the new Infrastructure Act - FuturePlan can help. Learn more >

Cash Balance Coach® Training & Certification is Here!

Earn your CBC designation and grow your 401(k) practice
October 26 & 28, November 2 & 4

What’s Different About FuturePlan

We've brought together more than 30 leading third party administrators (TPAs) from across the nation to become one dedicated organization with a shared vision for transforming the retirement industry. Our new national model preserves the local TPA relationships, expertise, and entrepreneurial ingenuity you’ve always trusted, now backed by the strength and security of Ascensus.

Who We Are

One Great TPA Can Transform Your Client's Future

Imagine what an entire network of them could do. By taking time to understand your client’s business, a great TPA can navigate complex choices, present unique plan options, and ultimately help you grow your client base.

We’re with you every step of the way, minimizing risk, maximizing tax benefits and helping manage costs and challenges as the company grows. We will always ensure compliance, protect data, and adapt to changing regulations. That’s what you should expect from your TPA, and that’s what you get with FuturePlan.

How We Think

Stay in the Know

Regulatory Updates

Form 5500 Changes Proposed

Form 5500 Changes Proposed

In September 2021, the DOL, IRS, and Pension Benefit Guaranty Corporation (PBGC), collectively referred to as the “Agencies”, released proposed changes to Form 5500, Annual Return/Report of Employee Benefit Plan.

Regulatory Updates

IRS Makes Changes to Plan Correction Program

IRS Makes Changes to Plan Correction Program

The IRS has released Revenue Procedure (Rev. Proc.) 2021-30, which contains significant updates to the Employee Plans Compliance Resolution System (EPCRS).

What We Do

Together, we work even harder.

And that means you can serve your clients better.

We know that having a customized, flexible and compliant retirement plan is essential to your clients’ success and their employees’ financial security. We’re here to optimize results and keep everything running smoothly, freeing your time to focus on what you do best.

What We Offer

Expertise on Every Plan, Everywhere

Cash Balance Plans

High contribution limits with the flexibility and portability of a 401(k) plan.


Aligning employees’ retirement benefits with a plan sponsor’s business goals.