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Partnering with the right TPA is essential for your advisory practice.
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.
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.
The IRS has published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes.
The IRS has issued Notice 2020-79, which contains the 2021 retirement savings plan limitations.
Treasury and SBA have announced a “simpler” version of the form used by recipients of Paycheck Protection Program (PPP) business loans of $50,000 or less to request loan forgiveness.
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.
A cornerstone of benefits programs for more than three decades.
High contribution limits with the flexibility and portability of a 401(k) plan.
Utilizing the fringe benefit to fund a qualified retirement plan.
Delegate retirement plan liability, responsibilities, and tasks to our expert team.
Aligning employees’ retirement benefits with a plan sponsor’s business goals.
Objective, independent and unbiased plans for tribal governments.