Introducing SimpliDocs for Morgan Stanley
FuturePlan is Here to Ease Your Experience
Our easy-to-use, self-service SimpliDocs website is here to support you and your clients' with an efficient onboarding process for document only plans.
Leading technology and automation allows plan sponsors to answer a short set of questions about their business in 15 minutes or less, with plan setup completed by FuturePlan in 5-10 business days.
Discover how FuturePlan's solution removes all the complexity of setting up a plan document for your clients and makes the process easy from start to finish.
A simpler, more efficient way to manage plan documents is here. Get started today.
Please note the current plan document (if applicable) will be needed to begin on the SimpliDocs website.
We look forward to partnering with you to support you and your clients.
SimpliDocs Resources for Advisors
Trusted Partner
Industry leading innovation leveraging the enterprise capabilities of a world-class financial services organization - including data privacy, cybersecurity, AI, and technology.
Tailored Outcomes
Our deep expertise in ERISA compliance allows us to provide best in class document only plan design.
Ease of Experience
Our easy-to-use, self-service website will allow for quick onboarding of your clients document only plan. After the plan is established, your clients can look forward to efficient amendment and restatement cycles, including SECURE 2.0 readiness.
Expertise That Powers Better Retirement Outcomes
As a leading retirement solutions partner, FuturePlan solves your plan challenges and delivers meaningful results. Discover how our unique approach to plan management makes us a true category of one provider.
About FuturePlan
34,100+
plan sponsors served
102+ billion
in assets under administration
1500+
skilled team members in almost every state, including the largest in-house ERISA team
As of 12/31/2025
Ready to Learn More About SimpliDocs?
Complete the form below to connect with our team and learn more about how FuturePlan supports document only plans.