Legacy Firms

We come with a history of visionary thinking

FuturePlan has forged entrepreneurial spirit, ingenuity, and the high-touch personal service of local TPAs with the strength and security of Ascensus, an industry leader.

Our wide variety of experts represent every region and every type of plan specialty, along with decades of long-term relationships with plan sponsors and financial advisors.

We’ve come together in pursuit of one vision – delivering unmatched levels of service, innovation and expertise to you and your clients.

Our Extended Family


We don’t sell investments and we partner seamlessly with all recordkeepers. We empower advisors to choose whichever recordkeeper and investment solution best serves their client’s needs.