Reduce payroll missteps & minimize risk

The IRS and DOL find errors in more than 50% of plan audits. Our 100-Point Data Check can help.

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

House Passes the Build Back Better Act

House Passes the Build Back Better Act

On November 19, 2021, the U.S. House of Representatives passed H.R. 5376, the Build Back Better Act (“BBB Act” or “the Act”).

Regulatory Updates

Infrastructure Bill Signed into Law

Infrastructure Bill Signed into Law

The Infrastructure Act includes additional pension funding relief, disaster relief changes, and new digital asset reporting requirements.

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.

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.